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  Name: Centerpoint Advisors LLC
  City: NEEDHAM
  State: MA
  Zip: 02494
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $266,903,000
  Total Value Change : $12,479,000
  Securities Held Change : 3
   
All Securities Held : 447
  New Positions : 20
  Closed Positions : 18
  Increased Positions : 57
  Unchanged Positions : 304
  Decreased Positions : 66

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 18     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
   (NYCB)1 Year Chart         NYCB New York Community Bancorp Inc 463 Closed $3.45 $0 0 0% -1,000 -75 0    Savings & Loans
   (DRLL)1 Year Chart         DRLL Strive Us Energy Etf 440 Closed $0.00 $0 0 0% -22,000 -800 0    N/A
   (CABO)1 Year Chart         CABO Cable One, Inc. 448 Closed $393.75 $0 0 0% -13,000 -23 0    N/A
   (NSC)1 Year Chart         NSC Norfolk Southern Corp 462 Closed $249.65 $0 0 0% -112,000 -475 0    Railroads
   (WMB)1 Year Chart         WMB Williams Companies Inc 439 Closed $39.64 $0 0 0% 0 -4 0    Oil & Gas Pipelines &...
   (MMT)1 Year Chart         MMT MFS Multimarket Income Trust 447 Closed $4.59 $0 0 0% -9,000 -2,000 0    Closed - End Fund - Debt
   (IRT)1 Year Chart         IRT Independence Realty Trust, Inc 459 Closed $16.85 $0 0 0% -56,000 -3,635 0    N/A
   (ACB)1 Year Chart         ACB Aurora Cannabis Inc 438 Closed $6.46 $0 0 0% 0 -16 0    N/A
   (SYY)1 Year Chart         SYY SYSCO Corp 445 Closed $76.17 $0 0 0% -24,000 -330 0    Food Wholesale
   (IP)1 Year Chart         IP International Paper Co 458 Closed $38.58 $0 0 0% -7,000 -205 0    Paper & Paper Products
   (ABM)1 Year Chart         ABM ABM Industries Inc 444 Closed $45.91 $0 0 0% -13,000 -286 0    Business Services
   (ESI)1 Year Chart         ESI Element Solutions Inc 457 Closed $23.93 $0 0 0% -15,000 -659 0    N/A
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 465 Closed $0.00 $0 0 0% -47,000 -850 0    N/A
   (CRL)1 Year Chart         CRL Charles River Laboratories ... 442 Closed $228.12 $0 0 0% -21,000 -90 0    Biotechnology
   (XLK)1 Year Chart         XLK SPDR Technology Sector 450 Closed $205.54 $0 0 0% -19,000 -100 0    Closed - End Fund - E...
   (MPWR)1 Year Chart         MPWR Monolithic Power Systems Inc 464 Closed $702.54 $0 0 0% -11,000 -17 0    Semiconductor - Speci...
   (UI)1 Year Chart         UI Ubiquiti Inc 441 Closed $110.59 $0 0 0% -5,000 -35 0    Wireless Communications
   (AVB)1 Year Chart         AVB AvalonBay Communities 449 Closed $196.89 $0 0 0% -10,000 -56 0    REIT - Housing/Apartm...

      18 Records Found
  1    
Page 1 of 1
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