Fulcrum Equity Management’s Motley Fool 100 Index ETF TMFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-34,919
| Closed | -$1.37M | – | 111 |
|
2023
Q3 | $1.37M | Sell |
34,919
-1,912
| -5% | -$75.1K | 1.61% | 12 |
|
2023
Q2 | $1.5M | Buy |
+36,831
| New | +$1.5M | 1.74% | 14 |
|
2021
Q1 | – | Sell |
-20,212
| Closed | -$714K | – | 206 |
|
2020
Q4 | $714K | Buy |
20,212
+11,125
| +122% | +$393K | 0.28% | 73 |
|
2020
Q3 | $290K | Buy |
9,087
+207
| +2% | +$6.61K | 0.13% | 116 |
|
2020
Q2 | $249K | Buy |
+8,880
| New | +$249K | 0.12% | 123 |
|