Number of Shares
307
Previous 1,006 69.48%
Holding current value
$18.8 Million
Previous $58.9 Million 68.18%
% of portfolio
0.01%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
N/A
-699 Reduced 69.48%
307 $18.8 Million
Q2 2024

Aug 14, 2024

BUY
N/A
1 Added 0.1%
1,006 $58.9 Million
Q1 2024

May 15, 2024

BUY
N/A
1 Added 0.1%
1,005 $56.2 Million
Q4 2023

May 15, 2024

BUY
N/A
1,004 New
1,004 $53.1 Million
Track This Portfolio

Track Clear Point Advisors Inc. Portfolio

Follow Clear Point Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.