Number of Shares
100
Previous 175 42.86%
Holding current value
$4,000
Previous $7,000 42.86%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

SELL
N/A
-75 Reduced 42.86%
100 $4,000
Q2 2024

Jul 30, 2024

SELL
N/A
-15 Reduced 7.89%
175 $9,000
Q3 2023

Nov 01, 2023

BUY
N/A
190 New
190 $11,000
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.