Ward, Sarah Mary

Track

Insider profile

Performance

Overall performance
3.2
Performance over holding periods
4.2
30 days 90 days 120 days
Average return 15% 8.2% 15.1%
Success rate 100% 68% 82%
Transactions
3 100% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return 250%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance
Ward, Sarah Mary's trades of CI Financial Corp's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
444.20
Quantity 12,710
Value CA$4,325,459
Transaction date
Purchase
Price
242.38
Quantity 3,712 -45.4%
Value CA$2,761,223
Transaction date
Purchase
Price
244.01
Quantity 97,648 -15.3%
Value CA$4,452,963
Transaction date
Purchase
Price
12.72
Quantity 10,000
Value CA$127,179
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2025-08-14 2025-08-12
S Sale
12,710
444.20
CA$4,325,459 		12,710 444.20 CA$4,325,459
2023-07-17 2023-07-14
B Purchase
3,712 -45.4%
242.38
CA$2,761,223 		3,712 -45.4% 242.38 CA$2,761,223
2023-05-16 2023-05-15
B Purchase
97,648 -15.3%
244.01
CA$4,452,963 		97,648 -15.3% 244.01 CA$4,452,963
2023-05-12 2023-05-12
B Purchase
10,000
12.72
CA$127,179 		10,000 12.72 CA$127,179