Fulcrum Equity Management Managed Portfolio Ser Tortoise Transaction History

Fulcrum Equity Management

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 06, 2023	SELL	$22.96 - $25.79 $1.17 Million - $1.31 Million	-50,807 Reduced 42.05%	70,026 $1.7 Million
Q4 2022 Jul 07, 2023	BUY	$23.36 - $26.48 $2.82 Million - $3.2 Million	120,833 New	120,833 $2.98 Million
Q4 2022 Jan 10, 2023	SELL	$23.36 - $26.48 $118,902 - $134,783	-5,090 Reduced 4.04%	120,833 $0
Q3 2022 Oct 11, 2022	SELL	$22.85 - $27.34 $36,491 - $43,661	-1,597 Reduced 1.25%	125,923 $2.91 Million
Q2 2022 Jul 18, 2022	BUY	$23.4 - $28.48 $115,993 - $141,175	4,957 Added 4.04%	127,520 $3.09 Million
Q1 2022 Apr 15, 2022	BUY	$22.5 - $26.72 $2.76 Million - $3.27 Million	122,563 New	122,563 $3.25 Million

110

15.4M

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

Stay updated on Fulcrum Equity Management with notifications on news.