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  Name: Towerpoint Wealth LLC
  City: SACRAMENTO
  State: CA
  Zip: 95814
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $199,067,000
  Total Value Change : $15,613,000
  Securities Held Change : 4
   
All Securities Held : 83
  New Positions : 7
  Closed Positions : 3
  Increased Positions : 43
  Unchanged Positions : 5
  Decreased Positions : 28

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 86 Closed $410.24 $0 0 0% -216,000 -606 0    Property & Casualty I...
   (EWH)1 Year Chart         EWH iShares MSCI-Hong Kong 85 Closed $17.53 $0 0 0% -283,000 -16,313 0    Closed - End Fund - E...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 84 Closed $177.81 $0 0 0% -316,000 -1,271 0    Auto Manufacturers

      3 Records Found
  1    
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