Fernwood Investment Management’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-6,685
Closed -$528K 117
2014
Q1
$528K Hold
6,685
0.49% 58
2013
Q4
$522K Buy
+6,685
New +$522K 0.35% 76