FAM
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Fulcrum Asset Management’s Factset FDS Stock Holding History

Fulcrum Asset Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Hold
0
– -$261K – 198
2020
Q4 		– Hold
0
– – – 141
2020
Q3 		– Sell
-984
Closed -$261K – 149
2020
Q2 		$261K Buy
+984
New +$261K 0.09% 143