Mackenzie Financial’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-33,379
| Closed | -$865K | – | 1801 |
|
|
2025
Q1 | $865K | Buy |
+33,379
| New | +$865K | ﹤0.01% | 1023 |
|
|
2024
Q3 | – | Sell |
-46,411
| Closed | -$868K | – | 1690 |
|
|
2024
Q2 | $868K | Buy |
46,411
+8,380
| +22% | +$157K | ﹤0.01% | 888 |
|
|
2024
Q1 | $809K | Buy |
38,031
+13,230
| +53% | +$281K | ﹤0.01% | 923 |
|
|
2023
Q4 | $512K | Sell |
24,801
-6,230
| -20% | -$129K | ﹤0.01% | 991 |
|
|
2023
Q3 | $538K | Buy |
+31,031
| New | +$538K | ﹤0.01% | 987 |
|