Centerpoint Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Buy |
41
+4
| +11% | +$1.76K | 0.01% | 262 |
|
|
2025
Q1 | $17K | Hold |
37
| – | – | 0.01% | 267 |
|
|
2024
Q4 | $18K | Hold |
37
| – | – | 0.01% | 285 |
|
|
2024
Q3 | $17K | Hold |
37
| – | – | 0.01% | 306 |
|
|
2024
Q2 | $15K | Hold |
37
| – | – | 0.01% | 310 |
|
|
2024
Q1 | $17K | Hold |
37
| – | – | 0.01% | 276 |
|
|
2023
Q4 | $18K | Hold |
37
| – | – | 0.01% | 261 |
|
|
2023
Q3 | $16K | Hold |
37
| – | – | 0.01% | 265 |
|
|
2023
Q2 | $15K | Hold |
37
| – | – | 0.01% | 305 |
|
|
2023
Q1 | $15K | Hold |
37
| – | – | 0.01% | 307 |
|
|
2022
Q4 | $15K | Buy |
+37
| New | +$15K | 0.01% | 243 |
|