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 |
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|
2024
Q3 | $5.95M | Sell |
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|
2024
Q2 | $4.94M | Sell |
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|
2024
Q1 | $5.76M | Buy |
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|
2023
Q4 | $5.74M | Buy |
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|
2023
Q3 | $5M | Buy |
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|
2023
Q2 | $4.55M | Buy |
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|
2023
Q1 | $4.92M | Buy |
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|
2022
Q4 | $4.06M | Buy |
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|
2022
Q3 | $3.31M | Buy |
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|
2022
Q2 | $3.23M | Buy |
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|
2022
Q1 | $3.83M | Buy |
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|
2021
Q4 | $4.51M | Buy |
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|
2021
Q3 | $4.22M | Buy |
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|
2021
Q2 | $3.66M | Buy |
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|
2021
Q1 | $2.74M | Buy |
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|
2020
Q4 | $2.87M | Buy |
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|
2020
Q3 | $1.59M | Buy |
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|
2020
Q2 | $923K | Buy |
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|
2020
Q1 | $754K | Buy |
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|
2019
Q4 | $589K | Buy |
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