Fulcrum Equity Management Closed Holding Positions

Fulcrum Equity Management

  • $108 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RCII
Rent A Center Inc De

Industrials
Q1 2022 Filed on Apr 15, 2022
4,168
$25.19 - $49.42 $105K - $206K
WOMN
Impact Shs Fds I Tr Ywca Women

ETFs
Q1 2022 Filed on Apr 15, 2022
108,657
$30.45 - $35.31 $3.31M - $3.84M
TECH
Bio Techne Corp

Healthcare
Q1 2022 Filed on Apr 15, 2022
2,290
$353.85 - $487.79 $810K - $1.12M
TPR
Tapestry, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 15, 2022
6,004
$32.12 - $41.65 $193K - $250K
EXR
Extra Space Storage Inc.

Real Estate
Q1 2022 Filed on Apr 15, 2022
1,093
$185.28 - $221.59 $203K - $242K
LFUS
Littelfuse Inc

Technology
Q1 2022 Filed on Apr 15, 2022
3,399
$237.29 - $323.58 $807K - $1.1M
RGI
Invesco S&P 500 Equal Weight I

ETFs
Q1 2022 Filed on Apr 15, 2022
1,659
N/A
IDXX
Idexx Laboratories Inc

Healthcare
Q1 2022 Filed on Apr 15, 2022
2,422
$466.52 - $631.01 $1.13M - $1.53M
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q1 2022 Filed on Apr 15, 2022
27,460
$72.15 - $91.58 $1.98M - $2.51M
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q1 2022 Filed on Apr 15, 2022
379
$386.18 - $553.22 $146K - $210K
KLAC
Kla Corp

Technology
Q1 2022 Filed on Apr 15, 2022
467
$314.14 - $445.0 $147K - $208K
CSF
Victory Portf Ii Shs Us Disc E

ETFs
Q1 2022 Filed on Apr 15, 2022
5,100
$57.25 - $65.52 $292K - $334K
DHR
Danaher Corp

Healthcare
Q1 2022 Filed on Apr 15, 2022
794
$257.27 - $315.76 $204K - $251K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q1 2022 Filed on Apr 15, 2022
16,363
N/A
ZBRA
Zebra Technologies Corp

Technology
Q1 2022 Filed on Apr 15, 2022
413
$380.09 - $587.6 $157K - $243K
Direxion Shs ETF Tr
Q1 2022 Filed on Apr 15, 2022
29,561
N/A
XYL
Xylem Inc.

Industrials
Q1 2022 Filed on Apr 15, 2022
7,555
$82.37 - $118.13 $622K - $892K
EPAM
Epam Systems, Inc.

Technology
Q1 2022 Filed on Apr 15, 2022
2,366
$174.8 - $642.2 $414K - $1.52M
ETN
Eaton Corp PLC

Industrials
Q1 2022 Filed on Apr 15, 2022
2,398
$145.79 - $171.46 $350K - $411K
TW
Tradeweb Markets Inc.

Financial Services
Q1 2022 Filed on Apr 15, 2022
2,761
$79.02 - $96.47 $218K - $266K
FAST
Fastenal CO

Industrials
Q1 2022 Filed on Apr 15, 2022
6,321
$49.62 - $62.33 $314K - $394K
PAWZ
Proshares Tr Pet Care ETF

ETFs
Q1 2022 Filed on Apr 15, 2022
3,851
$61.84 - $78.2 $238K - $301K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
Q1 2022 Filed on Apr 15, 2022
7,278
$39.3 - $43.84 $286K - $319K
ADBE
Adobe Inc.

Technology
Q1 2022 Filed on Apr 15, 2022
374
$411.5 - $564.37 $154K - $211K
ADI
Analog Devices Inc

Technology
Q1 2022 Filed on Apr 15, 2022
1,140
$145.63 - $177.15 $166K - $202K
CIEN
Ciena Corp

Technology
Q1 2022 Filed on Apr 15, 2022
3,049
$53.7 - $77.38 $164K - $236K
John Hancock Exchange Traded
Q1 2022 Filed on Apr 15, 2022
38,031
N/A
TT
Trane Technologies PLC

Industrials
Q1 2022 Filed on Apr 15, 2022
6,089
$142.78 - $195.24 $869K - $1.19M
IGV
Ishares Expanded Tech Software

ETFs
Q1 2022 Filed on Apr 15, 2022
1,171
$302.28 - $393.09 $354K - $460K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2022 Filed on Apr 15, 2022
4,536
$118.44 - $131.22 $537K - $595K
VGLT
Vanguard Long Term Treasury Et

ETFs
Q1 2022 Filed on Apr 15, 2022
21,118
$78.1 - $87.35 $1.65M - $1.84M
SON
Sonoco Products CO

Consumer Cyclical
Q1 2022 Filed on Apr 15, 2022
3,476
$54.42 - $62.72 $189K - $218K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q1 2022 Filed on Apr 15, 2022
655
$119.35 - $157.8 $78.2K - $103K
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q1 2022 Filed on Apr 15, 2022
30,733
$79.44 - $93.34 $2.44M - $2.87M
PSI
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 15, 2022
1,319
$38.61 - $51.98 $50.9K - $68.6K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q1 2022 Filed on Apr 15, 2022
10,003
$44.6 - $53.7 $446K - $537K
WSO
Watsco Inc

Industrials
Q1 2022 Filed on Apr 15, 2022
1,091
$256.28 - $311.32 $280K - $340K
MAR
Marriott International Inc

Consumer Cyclical
Q1 2022 Filed on Apr 15, 2022
1,734
$148.06 - $183.26 $257K - $318K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
Q1 2022 Filed on Apr 15, 2022
35,801
$68.15 - $80.89 $2.44M - $2.9M
UNP
Union Pacific Corp

Industrials
Q1 2022 Filed on Apr 15, 2022
1,815
$238.04 - $276.69 $432K - $502K
GM
General Motors CO

Consumer Cyclical
Q1 2022 Filed on Apr 15, 2022
4,134
$39.83 - $65.74 $165K - $272K
EMN
Eastman Chemical CO

Basic Materials
Q1 2022 Filed on Apr 15, 2022
4,337
$105.04 - $127.69 $456K - $554K
EW
Edwards Lifesciences Corp

Healthcare
Q1 2022 Filed on Apr 15, 2022
1,999
$101.96 - $128.34 $204K - $257K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 15, 2022
5,585
$49.6 - $59.81 $277K - $334K
ITW
Illinois Tool Works Inc

Industrials
Q1 2022 Filed on Apr 15, 2022
1,685
$203.52 - $247.58 $343K - $417K
AMD
Advanced Micro Devices Inc

Technology
Q1 2022 Filed on Apr 15, 2022
3,902
$102.25 - $150.24 $399K - $586K
DXCM
Dexcom Inc

Healthcare
Q1 2022 Filed on Apr 15, 2022
476
$94.08 - $130.2 $44.8K - $62K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
Q1 2022 Filed on Apr 15, 2022
5,095
$83.69 - $103.52 $426K - $527K
IYR
Ishares Tr

ETFs
Q1 2022 Filed on Apr 15, 2022
2,213
$99.21 - $115.26 $220K - $255K
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