Mackenzie Financial’s XPO XPO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-5,847
| Closed | -$629K | – | 1794 |
|
2024
Q3 | $629K | Buy |
5,847
+335
| +6% | +$36K | ﹤0.01% | 968 |
|
2024
Q2 | $585K | Buy |
+5,512
| New | +$585K | ﹤0.01% | 980 |
|
2023
Q3 | – | Sell |
-18,497
| Closed | -$1.1M | – | 1605 |
|
2023
Q2 | $1.1M | Sell |
18,497
-5,603
| -23% | -$334K | ﹤0.01% | 853 |
|
2023
Q1 | $769K | Buy |
+24,100
| New | +$769K | ﹤0.01% | 911 |
|
2021
Q3 | – | Sell |
-28,914
| Closed | -$814K | – | 1483 |
|
2021
Q2 | $814K | Buy |
+28,914
| New | +$814K | ﹤0.01% | 907 |
|
2021
Q1 | – | Sell |
-72,646
| Closed | -$3M | – | 1204 |
|
2020
Q4 | $3M | Buy |
72,646
+2,501
| +4% | +$103K | 0.01% | 527 |
|
2020
Q3 | $2.05M | Sell |
70,145
-2,825
| -4% | -$82.7K | 0.01% | 550 |
|
2020
Q2 | $1.95M | Buy |
72,970
+4,542
| +7% | +$121K | 0.01% | 565 |
|
2020
Q1 | $1.15M | Sell |
68,428
-610
| -0.9% | -$10.3K | ﹤0.01% | 611 |
|
2019
Q4 | $1.9M | Buy |
69,038
+9,186
| +15% | +$253K | ﹤0.01% | 627 |
|
2019
Q3 | $1.48M | Buy |
+59,852
| New | +$1.48M | ﹤0.01% | 660 |
|
2019
Q2 | – | Sell |
-20,546
| Closed | -$382K | – | 1269 |
|
2019
Q1 | $382K | Buy |
+20,546
| New | +$382K | ﹤0.01% | 1068 |
|