Fulcrum Equity Management Purchases and Sells in Q3 2024

Fulcrum Equity Management

$115 Million
Q3 2024

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLK	10.8K + 187.52%	$197.34 - $237.68 $2.13M - $2.56M	16.5K $3.73M
RSP	7.57K + 566.39%	$162.83 - $179.16 $1.23M - $1.36M	8.9K $1.6M
XLF	19.4K + 86.67%	$40.84 - $45.74 $794K - $889K	41.9K $1.9M
XLV	5.12K + 184.88%	$143.3 - $157.24 $734K - $806K	7.89K $1.22M
SPY	833 + 13.49%	$517.38 - $573.86 $431K - $478K	7.01K $4.02M
OKE	526 + 1.14%	$78.62 - $95.27 $41.4K - $50.1K	46.7K $4.25M

New Holdings

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KIE	23.3K New	$49.44 - $56.87 $1.15M - $1.33M	23.3K $1.32M
TPYP	41.7K New	$28.68 - $32.0 $1.2M - $1.33M	41.7K $1.31M
ENFR	43.5K New	$26.22 - $28.65 $1.14M - $1.25M	43.5K $1.23M
EINC	14.4K New	$77.46 - $86.43 $1.11M - $1.24M	14.4K $1.22M
EMLP	35K New	$30.38 - $34.0 $1.06M - $1.19M	35K $1.18M
IDU	11.5K New	$87.2 - $102.21 $1M - $1.18M	11.5K $1.17M

Top Sells

Reduced Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	-14.1K - 63.8%	$84.77 - $97.13 $1.19M - $1.36M	7.97K $763K
PULS	-15.1K - 45.58%	$49.47 - $49.8 $749K - $754K	18.1K $899K
JPST	-14.2K - 41.29%	$50.25 - $50.74 $716K - $723K	20.3K $1.03M
MINT	-4.6K - 31.68%	$100.09 - $100.69 $460K - $463K	9.91K $997K
ACWI	-4.21K - 57.08%	$107.24 - $119.84 $452K - $505K	3.17K $378K
XLE	-4.63K - 47.07%	$84.35 - $93.39 $390K - $432K	5.21K $456K

Activity Summary All Purchases 82 New Holdings 29 Increased Positions 53 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fulcrum Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Equity Management with notifications on news.