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Company Main View
Name:
Joule Financial LLC
City:
Lexington
State:
KY
Zip:
40504
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
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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Free Registration Required For Full Results
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
American Superconductor Corp
51
-
$13.52
$279,000
20,621
0.76%
49,000
0
0.075
Diversified Electronics
SYBT
Stock Yards Bancorp Inc
62
-
$48.14
$228,000
4,643
0.62%
-11,000
0
0.02
Domestic Regional Banks
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
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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