Canada Life’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,774
| Closed | -$189K | – | 2109 |
|
|
2024
Q1 | $189K | Sell |
8,774
-9,458
| -52% | -$204K | ﹤0.01% | 1837 |
|
|
2023
Q4 | $486K | Hold |
18,232
| – | – | ﹤0.01% | 1704 |
|
|
2023
Q3 | $527K | Buy |
18,232
+2,146
| +13% | +$62K | ﹤0.01% | 1672 |
|
|
2023
Q2 | $469K | Sell |
16,086
-1,062
| -6% | -$31K | ﹤0.01% | 1706 |
|
|
2023
Q1 | $553K | Buy |
17,148
+3,215
| +23% | +$104K | ﹤0.01% | 1680 |
|
|
2022
Q4 | $499K | Buy |
13,933
+2,287
| +20% | +$81.9K | ﹤0.01% | 1723 |
|
|
2022
Q3 | $418K | Buy |
11,646
+782
| +7% | +$28.1K | ﹤0.01% | 1724 |
|
|
2022
Q2 | $520K | Buy |
10,864
+1,552
| +17% | +$74.3K | ﹤0.01% | 1659 |
|
|
2022
Q1 | $538K | Hold |
9,312
| – | – | ﹤0.01% | 1694 |
|
|
2021
Q4 | $543K | Hold |
9,312
| – | – | ﹤0.01% | 1692 |
|
|
2021
Q3 | $461K | Hold |
9,312
| – | – | ﹤0.01% | 1747 |
|
|
2021
Q2 | $426K | Sell |
9,312
-689
| -7% | -$31.5K | ﹤0.01% | 1775 |
|
|
2021
Q1 | $425K | Sell |
10,001
-929
| -8% | -$39.5K | ﹤0.01% | 1780 |
|
|
2020
Q4 | $456K | Sell |
10,930
-1,718
| -14% | -$71.7K | ﹤0.01% | 1770 |
|
|
2020
Q3 | $414K | Sell |
12,648
-1,561
| -11% | -$51.1K | ﹤0.01% | 1722 |
|
|
2020
Q2 | $453K | Buy |
14,209
+1,246
| +10% | +$39.7K | ﹤0.01% | 1716 |
|
|
2020
Q1 | $372K | Sell |
12,963
-317
| -2% | -$9.1K | ﹤0.01% | 1682 |
|
|
2019
Q4 | $549K | Buy |
+13,280
| New | +$549K | ﹤0.01% | 1687 |
|
|
2019
Q3 | – | Sell |
-14,635
| Closed | -$689K | – | 1540 |
|
|
2019
Q2 | $689K | Sell |
14,635
-851
| -5% | -$40.1K | ﹤0.01% | 1678 |
|
|
2019
Q1 | $749K | Buy |
15,486
+1,650
| +12% | +$79.8K | ﹤0.01% | 1501 |
|
|
2018
Q4 | $573K | Sell |
13,836
-297
| -2% | -$12.3K | ﹤0.01% | 1631 |
|
|
2018
Q3 | $648K | Hold |
14,133
| – | – | ﹤0.01% | 1673 |
|
|
2018
Q2 | $592K | Hold |
14,133
| – | – | ﹤0.01% | 1699 |
|
|
2018
Q1 | $585K | Sell |
14,133
-772
| -5% | -$32K | ﹤0.01% | 1690 |
|
|
2017
Q4 | $658K | Buy |
14,905
+2,341
| +19% | +$103K | ﹤0.01% | 1652 |
|
|
2017
Q3 | $527K | Sell |
12,564
-1,202
| -9% | -$50.4K | ﹤0.01% | 1708 |
|
|
2017
Q2 | $538K | Buy |
13,766
+1,400
| +11% | +$54.7K | ﹤0.01% | 1694 |
|
|
2017
Q1 | $491K | Hold |
12,366
| – | – | ﹤0.01% | 1707 |
|
|
2016
Q4 | $531K | Hold |
12,366
| – | – | ﹤0.01% | 1676 |
|
|
2016
Q3 | $480K | Buy |
12,366
+617
| +5% | +$24K | ﹤0.01% | 1674 |
|
|
2016
Q2 | $433K | Buy |
+11,749
| New | +$433K | ﹤0.01% | 1690 |
|