Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Fulcrum Equity Management
  City: Plano
  State: TX
  Zip: 75024
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $84,775,000
  Total Value Change : $3,852,000
  Securities Held Change : 18
   
All Securities Held : 109
  New Positions : 25
  Closed Positions : 8
  Increased Positions : 45
  Unchanged Positions : 4
  Decreased Positions : 35

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 4     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (URTH)1 Year Chart         URTH iShares Msci World 1 - $147.03 $6,694,000 46,192 7.9% 550,000 0 0.045    N/A
   (VETMF)1 Year Chart         VETMF Vermilion Energy Trust 71 - $11.25 $383,000 30,808 0.45% 11,000 0 0.025    N/A
   (SO)1 Year Chart         SO Southern Co 106 - $77.94 $224,000 3,128 0.26% 5,000 0 0    Electric Utilities
   (CCL)1 Year Chart         CCL Carnival Corp 108 - $16.70 $179,000 10,942 0.21% -24,000 0 0.002    Sporting and Park Ent...

      4 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results