Fulcrum Equity Management KBWP Holdings History
Fulcrum Equity Management's Invesco KBW Property Casualty Insurance ETF Holding Summary
As of 2025-03-31, Fulcrum Equity Management held - shares of Invesco KBW Property Casualty Insurance ETF(KBWP), totaling N/A. This investment constitutes 0% of their stock portfolio, and Fulcrum Equity Management now holds 0% of the outstanding Invesco KBW Property Casualty Insurance ETF(KBWP) stock.
The initial trade took place in 2023Q4. And since then Fulcrum Equity Management has made 2 purchases of KBWP, at an average price of $99.81, for a total of 41,783.00 shares. In addition, there have been 4 sales at an average price of $108.97 for 41,783.00 shares. Based on historical transaction data and KBWP's current price of $122.27, Fulcrum Equity Management's estimated gain on his KBWP holdings is $382,849.57, reflecting a 9.18% gain to date.
Fulcrum Equity Management KBWP ($122.27) Holding Chart
Fulcrum Equity Management KBWP ($122.27) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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