Fulcrum Equity Management Closed Holding Positions

Fulcrum Equity Management

  • $115 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LPLA
Lpl Financial Holdings Inc.

Financial Services
Q4 2019 Filed on Feb 12, 2020
69
$72.1 - $94.26 $4.97K - $6.5K
VDC
Vanguard Consumer Staples ETF

ETFs
Q4 2019 Filed on Feb 12, 2020
85
$153.01 - $161.92 $13K - $13.8K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q4 2019 Filed on Feb 12, 2020
434
$20.56 - $24.6 $8.92K - $10.7K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q4 2019 Filed on Feb 12, 2020
45
$25.86 - $26.56 $1.16K - $1.2K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q4 2019 Filed on Feb 12, 2020
27
$61.11 - $67.92 $1.65K - $1.83K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q4 2019 Filed on Feb 12, 2020
43
$55.95 - $63.08 $2.41K - $2.71K
Wellcare Health Plans Inc
Q4 2019 Filed on Feb 12, 2020
33
N/A
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q4 2019 Filed on Feb 12, 2020
7
$75.05 - $84.14 $525 - $589
HNPIY
Huaneng Power International Inc
Q4 2019 Filed on Feb 12, 2020
11,098
$0.47 - $0.52 $5.22K - $5.77K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2019 Filed on Feb 12, 2020
23
$76.37 - $86.31 $1.76K - $1.99K
MMP
Magellan Midstream Partners, L.P.

Energy
Q4 2019 Filed on Feb 12, 2020
37
$58.47 - $65.77 $2.16K - $2.43K
MASI
Masimo Corp

Healthcare
Q4 2019 Filed on Feb 12, 2020
20
$140.81 - $159.49 $2.82K - $3.19K
ASH
Ashland Global Holdings Inc

Basic Materials
Q4 2019 Filed on Feb 12, 2020
43
$71.59 - $78.85 $3.08K - $3.39K
TWTR
Twitter, Inc.

Communication Services
Q4 2019 Filed on Feb 12, 2020
180
$28.89 - $40.8 $5.2K - $7.34K
ZD
Ziff Davis, Inc.

Communication Services
Q4 2019 Filed on Feb 12, 2020
42
$76.66 - $87.48 $3.22K - $3.67K
HRL
Hormel Foods Corp

Consumer Defensive
Q4 2019 Filed on Feb 12, 2020
56
$40.49 - $45.76 $2.27K - $2.56K
SAFT
Safety Insurance Group Inc

Financial Services
Q4 2019 Filed on Feb 12, 2020
31
$92.45 - $101.74 $2.87K - $3.15K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q4 2019 Filed on Feb 12, 2020
482
$80.41 - $81.14 $38.8K - $39.1K
General Electric CO
Q4 2019 Filed on Feb 12, 2020
200
N/A
NHI
National Health Investors Inc

Real Estate
Q4 2019 Filed on Feb 12, 2020
27
$78.62 - $86.54 $2.12K - $2.34K
MTN
Vail Resorts Inc

Consumer Cyclical
Q4 2019 Filed on Feb 12, 2020
15
$223.8 - $249.25 $3.36K - $3.74K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
Q4 2019 Filed on Feb 12, 2020
25
$73.28 - $80.08 $1.83K - $2K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q4 2019 Filed on Feb 12, 2020
344
$14.7 - $15.12 $5.06K - $5.2K
CVI
Cvr Energy Inc

Energy
Q4 2019 Filed on Feb 12, 2020
53
$40.01 - $47.88 $2.12K - $2.54K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q4 2019 Filed on Feb 12, 2020
26
$81.63 - $97.49 $2.12K - $2.53K
NDSN
Nordson Corp

Industrials
Q4 2019 Filed on Feb 12, 2020
31
$136.97 - $167.66 $4.25K - $5.2K
AME
Ametek Inc

Industrials
Q4 2019 Filed on Feb 12, 2020
51
$85.98 - $100.14 $4.38K - $5.11K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q4 2019 Filed on Feb 12, 2020
1,098
$26.91 - $31.21 $29.5K - $34.3K
T
At&T Inc.

Communication Services
Q4 2019 Filed on Feb 12, 2020
1,335
$27.81 - $29.93 $37.1K - $40K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
Q4 2019 Filed on Feb 12, 2020
6
$55.17 - $59.7 $331 - $358
WWE
World Wrestling Entertainmentinc

Communication Services
Q4 2019 Filed on Feb 12, 2020
50
$53.16 - $71.16 $2.66K - $3.56K
CNC
Centene Corp

Healthcare
Q4 2019 Filed on Feb 12, 2020
175
$42.73 - $63.65 $7.48K - $11.1K
ABMD
Abiomed Inc

Healthcare
Q4 2019 Filed on Feb 12, 2020
25
$159.31 - $223.54 $3.98K - $5.59K
ORI
Old Republic International Corp

Financial Services
Q4 2019 Filed on Feb 12, 2020
117
$22.06 - $24.07 $2.58K - $2.82K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q4 2019 Filed on Feb 12, 2020
588
$28.58 - $29.63 $16.8K - $17.4K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q4 2019 Filed on Feb 12, 2020
7
$44.15 - $49.95 $309 - $350
MSCI
Msci Inc.

Financial Services
Q4 2019 Filed on Feb 12, 2020
62
$212.7 - $266.32 $13.2K - $16.5K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q4 2019 Filed on Feb 12, 2020
5
$38.76 - $41.87 $194 - $209
MKC
Mccormick & CO Inc

Consumer Defensive
Q4 2019 Filed on Feb 12, 2020
48
$79.23 - $86.37 $3.8K - $4.15K
ENB
Enbridge Inc

Energy
Q4 2019 Filed on Feb 12, 2020
304
$34.14 - $39.77 $10.4K - $12.1K
OLED
Universal Display Corp Pa

Technology
Q4 2019 Filed on Feb 12, 2020
25
$160.15 - $216.16 $4K - $5.4K
VIG
Vanguard Dividend Appreciation

ETFs
Q4 2019 Filed on Feb 12, 2020
148
N/A
UGI
Ugi Corp

Utilities
Q4 2019 Filed on Feb 12, 2020
26
$41.44 - $49.3 $1.08K - $1.28K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 12, 2020
13
$94.31 - $138.48 $1.23K - $1.8K
RZG
Invesco Fd Tr S&P Smallcap 600
Q4 2019 Filed on Feb 12, 2020
1,918
N/A
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q4 2019 Filed on Feb 12, 2020
166
$32.78 - $34.11 $5.44K - $5.66K
AWK
American Water Works Company, Inc.

Utilities
Q4 2019 Filed on Feb 12, 2020
31
$115.38 - $125.78 $3.58K - $3.9K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
Q4 2019 Filed on Feb 12, 2020
449
$22.1 - $23.81 $9.92K - $10.7K
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2019 Filed on Feb 12, 2020
14
$50.21 - $50.36 $703 - $705
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