Fernwood Investment Management’s State Street STT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-86	Closed	-$6.65K	–	633
2024 Q1	$6.65K	Buy	+86	New	+$6.65K	﹤0.01%	612
2015 Q1	–	Sell	-3,834	Closed	-$301K	–	114
2014 Q4	$301K	Buy	+3,834	New	+$301K	0.26%	84