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Company Main View
Name:
DecisionPoint Financial LLC
City:
MESA
State:
AZ
Zip:
85215
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
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
:
Closed Positions
:
Increased Positions
:
Unchanged Positions
:
Decreased Positions
:
Download
Free Registration Required For Full Results
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
Altitude Acquisition Equity...
Closed
$0.00
$0
0
0%
0
-10
0
N/A
CTVA
Corteva, Inc.
Closed
$57.48
$0
0
0%
-2,000
-36
0
N/A
CC
Chemours Co
Closed
$28.90
$0
0
0%
-1,000
-17
0
N/A
PRU
Prudential Financial Inc
Closed
$118.83
$0
0
0%
-3,000
-33
0
Life & Health Insurance
MTW
Manitowoc Co Inc
Closed
$12.26
$0
0
0%
-2,000
-143
0
Farm & Construction M...
DOW
DOW Inc
Closed
$59.41
$0
0
0%
-2,000
-36
0
Diversified Chemicals
CWT
California Water Service Group
Closed
$53.15
$0
0
0%
-4,000
-85
0
Water Utilities
DD
DuPont de Nemours Inc
Closed
$78.76
$0
0
0%
-3,000
-36
0
Diversified Chemicals
8
Records Found
1
Page 1 of 1
Download:
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Summary:
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