Fernwood Investment Management’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-350	Closed	-$33K	–	509
2024 Q1	$33K	Buy	+350	New	+$33K	0.01%	388
2014 Q1	–	Sell	-19,750	Closed	-$619K	–	124
2013 Q4	$619K	Buy	+19,750	New	+$619K	0.41%	66