Fernwood Investment Management’s MSCI MSCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$6.21M Buy
2024
Q3
$5.95M Sell
2024
Q2
$4.94M Sell
2024
Q1
$5.76M Buy
2023
Q4
$5.74M Buy
2023
Q3
$5M Buy
2023
Q2
$4.55M Buy
2023
Q1
$4.92M Buy
2022
Q4
$4.06M Buy
2022
Q3
$3.31M Buy
2022
Q2
$3.23M Buy
2022
Q1
$3.83M Buy
2021
Q4
$4.51M Buy
2021
Q3
$4.22M Buy
2021
Q2
$3.66M Buy
2021
Q1
$2.74M Buy
2020
Q4
$2.87M Buy
2020
Q3
$1.59M Buy
2020
Q2
$923K Buy
2020
Q1
$754K Buy
2019
Q4
$589K Buy