Number of Shares
125
Previous 350 64.29%
Holding current value
$4,000
Previous $8,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025

SELL
N/A
-225 Reduced 64.29%
125 $4,000
Q3 2024

Oct 15, 2024

BUY
N/A
350 New
350 $8,000
Track This Portfolio

Track Centerpoint Advisors, LLC Portfolio

Follow Centerpoint Advisors, LLC 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 Centerpoint Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centerpoint Advisors, LLC with notifications on news.