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  Name: Joule Financial LLC
  City: Lexington
  State: KY
  Zip: 40504
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $36,727,000
  Total Value Change : $-178,239,000
  Securities Held Change : -33
   
All Securities Held : 68
  New Positions : 11
  Closed Positions : 45
  Increased Positions : 25
  Unchanged Positions : 3
  Decreased Positions : 29

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Holdings Found : 3     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AMSC)1 Year Chart         AMSC American Superconductor Corp 51 - $13.52 $279,000 20,621 0.76% 49,000 0 0.075    Diversified Electronics
   (SYBT)1 Year Chart         SYBT Stock Yards Bancorp Inc 62 - $48.14 $228,000 4,643 0.62% -11,000 0 0.02    Domestic Regional Banks
   (DNN)1 Year Chart         DNN Denison Mines Corp 67 - $2.07 $20,000 10,200 0.05% 2,000 0 0.002    Industrial Metals & M...

      3 Records Found
  1    
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