Fulcrum Equity Management Closed Holding Positions

Fulcrum Equity Management

  • $95.5 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AXP
American Express CO

Financial Services
Q2 2019 Filed on Aug 12, 2019
2,100
$109.85 - $124.92 $231K - $262K
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 12, 2019
2,330
$146.0 - $176.66 $340K - $412K
NKE
Nike, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 12, 2019
5,200
$77.14 - $89.2 $401K - $464K
IXN
Ishares Global Information Tec

ETFs
Q2 2019 Filed on Aug 12, 2019
2,300
$27.25 - $30.24 $62.7K - $69.6K
HON
Honeywell International Inc

Industrials
Q2 2019 Filed on Aug 12, 2019
2,100
$159.97 - $176.29 $336K - $370K
UNH
Unitedhealth Group Inc

Healthcare
Q2 2019 Filed on Aug 12, 2019
2,555
$216.84 - $252.28 $554K - $645K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2019 Filed on Aug 12, 2019
2,071
$181.14 - $198.0 $375K - $410K
CNP
Centerpoint Energy Inc

Utilities
Q2 2019 Filed on Aug 12, 2019
11,791
$28.27 - $31.15 $333K - $367K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q2 2019 Filed on Aug 12, 2019
5,887
N/A
INTC
Intel Corp

Technology
Q2 2019 Filed on Aug 12, 2019
7,006
$43.46 - $58.82 $304K - $412K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q2 2019 Filed on Aug 12, 2019
7,579
N/A
IFGL
Ishares International Develope

ETFs
Q2 2019 Filed on Aug 12, 2019
9,084
$29.5 - $30.54 $268K - $277K
GMED
Globus Medical Inc

Healthcare
Q1 2019 Filed on May 03, 2019
15,535
$38.08 - $49.41 $592K - $768K
WEX
Wex Inc.

Technology
Q1 2019 Filed on May 03, 2019
4,858
$134.58 - $191.99 $654K - $933K
Pra Health Sciences Inc
Q1 2019 Filed on May 03, 2019
10,180
N/A
MU
Micron Technology Inc

Technology
Q1 2019 Filed on May 03, 2019
10,971
$31.0 - $43.99 $340K - $483K
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