Halpern Financial, Inc. Closed Holding Positions

Halpern Financial, Inc.

  • $389 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IAU
Ishares Gold Trust

ETFs
Q1 2020 Filed on Sep 21, 2023
557
$28.06 - $32.08 $15.6K - $17.9K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2020 Filed on Sep 21, 2023
500
$41.02 - $59.59 $20.5K - $29.8K
UBER
Uber Technologies, Inc

Technology
Q1 2020 Filed on Sep 21, 2023
150
$14.82 - $41.27 $2.22K - $6.19K
TT
Trane Technologies PLC

Industrials
Q2 2020 Filed on Sep 21, 2023
47
$76.65 - $102.01 $3.6K - $4.79K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q2 2020 Filed on Sep 21, 2023
106
$37.01 - $56.66 $3.92K - $6.01K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q1 2020 Filed on Sep 21, 2023
519
$23.3 - $26.73 $12.1K - $13.9K
SJM
J M Smucker CO

Consumer Defensive
Q1 2020 Filed on Sep 21, 2023
173
$95.79 - $118.86 $16.6K - $20.6K
SA
Seabridge Gold Inc

Basic Materials
Q1 2020 Filed on Sep 21, 2023
1,000
$6.34 - $14.17 $6.34K - $14.2K
ROKU
Roku, Inc

Communication Services
Q1 2020 Filed on Sep 21, 2023
36
$63.84 - $143.37 $2.3K - $5.16K
O
Realty Income Corp

Real Estate
Q1 2020 Filed on Sep 21, 2023
121
$41.18 - $79.88 $4.98K - $9.67K
NMRK
Newmark Group, Inc.

Real Estate
Q1 2020 Filed on Sep 21, 2023
300
$2.5 - $12.84 $750 - $3.85K
MFC
Manulife Financial Corp

Financial Services
Q1 2020 Filed on Sep 21, 2023
1,500
$8.9 - $21.14 $13.4K - $31.7K
LITE
Lumentum Holdings Inc.

Technology
Q1 2020 Filed on Sep 21, 2023
20
$62.14 - $92.85 $1.24K - $1.86K
LYV
Live Nation Entertainment, Inc.

Communication Services
Q2 2020 Filed on Sep 21, 2023
70
$33.57 - $57.09 $2.35K - $4K
Kindred Biosciences Inc Com
Q1 2020 Filed on Sep 21, 2023
500
N/A
VIAV
Viavi Solutions Inc.

Technology
Q1 2020 Filed on Sep 21, 2023
100
$9.0 - $15.88 $900 - $1.59K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2020 Filed on Sep 21, 2023
105
$176.34 - $230.48 $18.5K - $24.2K
DCI
Donaldson CO Inc

Industrials
Q4 2021 Filed on Sep 21, 2023
48
$55.35 - $62.38 $2.66K - $2.99K
BAX
Baxter International Inc

Healthcare
Q1 2022 Filed on Sep 21, 2023
250
$76.85 - $89.45 $19.2K - $22.4K
FXR
First Trust Industrials/Produc

ETFs
Q1 2022 Filed on Sep 21, 2023
350
$53.82 - $62.92 $18.8K - $22K
ECL
Ecolab Inc.

Basic Materials
Q4 2021 Filed on Sep 21, 2023
69
$212.13 - $235.67 $14.6K - $16.3K
BFB
Brown Forman Corp Cl B
Q4 2021 Filed on Sep 21, 2023
223
N/A
BST
Black Rock Science & Technology Trust

Financial Services
Q4 2021 Filed on Sep 21, 2023
206
$47.3 - $55.87 $9.74K - $11.5K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q4 2021 Filed on Sep 21, 2023
256
$91.87 - $125.12 $23.5K - $32K
AMCR
Amcor PLC

Consumer Cyclical
Q4 2021 Filed on Sep 21, 2023
1,215
$11.26 - $12.39 $13.7K - $15.1K
ALL
Allstate Corp

Financial Services
Q4 2021 Filed on Sep 21, 2023
0
$107.13 - $129.0 $0 - $0
WHR
Whirlpool Corp

Consumer Cyclical
Q4 2021 Filed on Sep 21, 2023
20
$198.25 - $238.28 $3.97K - $4.77K
WSO
Watsco Inc

Industrials
Q4 2021 Filed on Sep 21, 2023
28
$267.37 - $315.96 $7.49K - $8.85K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q3 2021 Filed on Sep 21, 2023
3
$78.14 - $90.62 $234 - $272
VPU
Vanguard Utilities ETF

ETFs
Q1 2022 Filed on Sep 21, 2023
65
$141.64 - $162.04 $9.21K - $10.5K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q3 2021 Filed on Sep 21, 2023
1,825
$51.92 - $52.8 $94.8K - $96.4K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q3 2021 Filed on Sep 21, 2023
71
$94.41 - $96.13 $6.7K - $6.83K
VIS
Vanguard Industrial ETF

ETFs
Q3 2021 Filed on Sep 21, 2023
80
$187.89 - $201.13 $15K - $16.1K
USB
Us Bancorp \De\

Financial Services
Q4 2021 Filed on Sep 21, 2023
108
$54.85 - $62.74 $5.92K - $6.78K
UL
Unilever PLC

Consumer Defensive
Q3 2021 Filed on Sep 21, 2023
50
$53.95 - $60.15 $2.7K - $3.01K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
Q4 2021 Filed on Sep 21, 2023
300
$56.62 - $63.53 $17K - $19.1K
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q1 2022 Filed on Sep 21, 2023
150
$92.21 - $103.86 $13.8K - $15.6K
AWK
American Water Works Company, Inc.

Utilities
Q1 2022 Filed on Sep 21, 2023
100
$146.29 - $184.14 $14.6K - $18.4K
AEE
Ameren Corp

Utilities
Q1 2022 Filed on Sep 21, 2023
150
$83.25 - $93.82 $12.5K - $14.1K
PFFA
Etfis Ser Tr I

ETFs
Q4 2021 Filed on Sep 21, 2023
495
$24.34 - $25.3 $12K - $12.5K
SWK
Stanley Black & Decker, Inc.

Industrials
Q4 2021 Filed on Sep 21, 2023
76
$171.07 - $196.61 $13K - $14.9K
NANR
Spdr Index Shs Fds S&P North A

ETFs
Q4 2021 Filed on Sep 21, 2023
24
$40.5 - $45.22 $972 - $1.09K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q4 2021 Filed on Sep 21, 2023
449
$47.29 - $48.28 $21.2K - $21.7K
TROW
Price T Rowe Group Inc

Financial Services
Q4 2021 Filed on Sep 21, 2023
99
$188.5 - $221.29 $18.7K - $21.9K
PPG
Ppg Industries Inc

Basic Materials
Q4 2021 Filed on Sep 21, 2023
121
$144.01 - $172.44 $17.4K - $20.9K
PDI
Pimco Dynamic Income Fund

Financial Services
Q4 2021 Filed on Sep 21, 2023
422
$24.75 - $27.21 $10.4K - $11.5K
Pimco Dynamic Credit And Mortgage Inc
Q4 2021 Filed on Sep 21, 2023
0
N/A
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
Q4 2021 Filed on Sep 21, 2023
607
$16.15 - $18.63 $9.8K - $11.3K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
Q4 2021 Filed on Sep 21, 2023
0
$16.74 - $18.78 $0 - $0
Track This Portfolio

Track Halpern Financial, Inc. Portfolio

Follow Halpern Financial, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Halpern Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Halpern Financial, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email