Fernwood Investment Management, LLC Ishares Trust Ishares Pfd And Transaction History

Fernwood Investment Management, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$31.12 - $32.54 $51,970 - $54,341	1,670 New	1,670 $53,000
Q1 2022 May 03, 2022	SELL	$34.86 - $39.14 $522,551 - $586,708	-14,990 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$38.29 - $39.43 $573,967 - $591,055	14,990 New	14,990 $591,000
Q2 2021 Aug 05, 2021	SELL	$37.96 - $39.34 $206,122 - $213,616	-5,430 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$36.13 - $38.51 $196,185 - $209,109	5,430 New	5,430 $209,000
Q1 2020 Apr 30, 2020	SELL	$25.12 - $38.29 $141,576 - $215,802	-5,636 Closed	0 $0
Q1 2019 May 06, 2019	BUY	$34.55 - $36.63 $194,723 - $206,446	5,636 New	5,636 $206,000
Q4 2018 Feb 12, 2019	SELL	$33.41 - $36.68 $757,037 - $831,132	-22,659 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$37.02 - $38.0 $838,836 - $861,042	22,659 New	22,659 $841,000
Q2 2018 Aug 14, 2018	SELL	$36.91 - $37.71 $212,933 - $217,548	-5,769 Closed	0 $0
Q1 2018 May 03, 2018	SELL	$36.79 - $38.19 $340,381 - $353,333	-9,252 Reduced 61.59%	5,769 $217,000
Q4 2017 Feb 05, 2018	BUY	$38.07 - $38.65 $68,449 - $69,492	1,798 Added 13.6%	15,021 $572,000
Q3 2017 Nov 09, 2017	BUY	$38.8 - $38.86 $513,052 - $513,845	13,223	13,223 $513,000

1,100

188M

167K

797K

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