Fernwood Investment Management’s Openlane KAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$540K Hold
27,200
0.19% 99
2024
Q3
$459K Hold
27,200
0.15% 126
2024
Q2
$451K Sell
27,200
-4,516
-14% -$74.9K 0.14% 130
2024
Q1
$548K Sell
31,716
-16
-0.1% -$277 0.16% 122
2023
Q4
$470K Sell
31,732
-6,500
-17% -$96.2K 0.15% 125
2023
Q3
$570K Sell
38,232
-1,000
-3% -$14.9K 0.2% 101
2023
Q2
$597K Buy
39,232
+16
+0% +$243 0.21% 104
2023
Q1
$536K Buy
39,216
+16
+0% +$219 0.21% 111
2022
Q4
$512K Sell
39,200
-1,500
-4% -$19.6K 0.21% 113
2022
Q3
$455K Sell
40,700
-1,300
-3% -$14.5K 0.19% 118
2022
Q2
$620K Sell
42,000
-1,000
-2% -$14.8K 0.27% 101
2022
Q1
$776K Hold
43,000
0.27% 98
2021
Q4
$672K Hold
43,000
0.22% 112
2021
Q3
$705K Hold
43,000
0.24% 107
2021
Q2
$755K Hold
43,000
0.25% 104
2021
Q1
$645K Hold
43,000
0.24% 107
2020
Q4
$800K Hold
43,000
0.32% 88
2020
Q3
$619K Buy
43,000
+5,900
+16% +$84.9K 0.29% 93
2020
Q2
$510K Buy
+37,100
New +$510K 0.25% 98