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  Name: DecisionPoint Financial LLC
  City: MESA
  State: AZ
  Zip: 85215
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $251,258,000
  Total Value Change : $18,083,000
  Securities Held Change : 65
   
All Securities Held : 275
  New Positions : 67
  Closed Positions : 8
  Increased Positions : 41
  Unchanged Positions : 147
  Decreased Positions : 20

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     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
   (ALTUW)1 Year Chart         ALTUW Altitude Acquisition Equity... 279 Closed $0.00 $0 0 0% 0 -10 0    N/A
   (CTVA)1 Year Chart         CTVA Corteva, Inc. 278 Closed $57.48 $0 0 0% -2,000 -36 0    N/A
   (CC)1 Year Chart         CC Chemours Co 276 Closed $28.90 $0 0 0% -1,000 -17 0    N/A
   (PRU)1 Year Chart         PRU Prudential Financial Inc 275 Closed $118.83 $0 0 0% -3,000 -33 0    Life & Health Insurance
   (MTW)1 Year Chart         MTW Manitowoc Co Inc 274 Closed $12.26 $0 0 0% -2,000 -143 0    Farm & Construction M...
   (DOW)1 Year Chart         DOW DOW Inc 281 Closed $59.41 $0 0 0% -2,000 -36 0    Diversified Chemicals
   (CWT)1 Year Chart         CWT California Water Service Group 273 Closed $53.15 $0 0 0% -4,000 -85 0    Water Utilities
   (DD)1 Year Chart         DD DuPont de Nemours Inc 280 Closed $78.76 $0 0 0% -3,000 -36 0    Diversified Chemicals

      8 Records Found
  1    
Page 1 of 1
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