Fulcrum Equity Management MANAGED PORTFOLIO SERIES Transaction History

Fulcrum Equity Management

  • $93.4 Million
  • Q2 2025
Number of Shares
14,993
Previous 13,397 11.91%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 25, 2025
BUY
N/A
1,596 Added 11.91%
14,993 $0
Q1 2025

May 01, 2025
SELL
N/A
-8,066 Reduced 37.58%
13,397 $0
Q4 2024

Mar 24, 2025
BUY
N/A
21,463 New
21,463 $0
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