Fernwood Investment Management’s CISO Global CISO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $94.8K | Hold |
27,334
| – | – | 0.03% | 162 |
|
|
2024
Q3 | $19.1K | Hold |
27,334
| – | – | 0.01% | 189 |
|
|
2024
Q2 | $15.8K | Hold |
27,334
| – | – | ﹤0.01% | 197 |
|
|
2024
Q1 | $33.3K | Buy |
27,334
+1
| +0% | +$1 | 0.01% | 384 |
|
|
2023
Q4 | $41.7K | Hold |
27,333
| – | – | 0.01% | 192 |
|
|
2023
Q3 | $57.4K | Hold |
27,333
| – | – | 0.02% | 187 |
|
|
2023
Q2 | $73K | Hold |
27,333
| – | – | 0.03% | 187 |
|
|
2023
Q1 | $139K | Hold |
27,333
| – | – | 0.05% | 176 |
|
|
2022
Q4 | $1.05M | Buy |
27,333
+26,000
| +1,950% | +$995K | 0.43% | 68 |
|
|
2022
Q3 | $59K | Hold |
1,333
| – | – | 0.02% | 181 |
|
|
2022
Q2 | $72K | Hold |
1,333
| – | – | 0.03% | 177 |
|
|
2022
Q1 | $106K | Buy |
+1,333
| New | +$106K | 0.04% | 195 |
|