Halpern Financial, Inc. Closed Holding Positions

Halpern Financial, Inc.

  • $389 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NUE
Nucor Corp

Basic Materials
Q4 2021 Filed on Sep 21, 2023
299
$95.99 - $119.67 $28.7K - $35.8K
ITW
Illinois Tool Works Inc

Industrials
Q1 2022 Filed on Sep 21, 2023
90
$203.52 - $247.58 $18.3K - $22.3K
GAIN
Gladstone Investment Corporation\De

Financial Services
Q4 2021 Filed on Sep 21, 2023
837
$13.94 - $17.08 $11.7K - $14.3K
FLEX
Flex Ltd.

Technology
Q4 2021 Filed on Sep 21, 2023
500
$16.61 - $19.4 $8.31K - $9.7K
TWLO
Twilio Inc

Communication Services
Q4 2021 Filed on Sep 21, 2023
100
$248.17 - $369.23 $24.8K - $36.9K
TRV
Travelers Companies, Inc.

Financial Services
Q3 2021 Filed on Sep 21, 2023
26
$146.82 - $162.58 $3.82K - $4.23K
JCI
Johnson Controls International PLC

Industrials
Q1 2022 Filed on Sep 21, 2023
29
$60.17 - $80.38 $1.74K - $2.33K
IYE
Ishares Tr

ETFs
Q3 2021 Filed on Sep 21, 2023
545
$24.81 - $29.6 $13.5K - $16.1K
IBB
Ishares Biotechnology ETF

ETFs
Q4 2021 Filed on Sep 21, 2023
40
$145.27 - $164.78 $5.81K - $6.59K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q3 2021 Filed on Sep 21, 2023
55
$41.23 - $41.8 $2.27K - $2.3K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q4 2021 Filed on Sep 21, 2023
130
$33.06 - $38.26 $4.3K - $4.97K
IIPR
Innovative Industrial Properties Inc

Real Estate
Q1 2022 Filed on Sep 21, 2023
36
$177.54 - $248.9 $6.39K - $8.96K
IEP
Icahn Enterprises L.P.

Industrials
Q1 2022 Filed on Sep 21, 2023
0
$51.12 - $55.6 $0 - $0
JBHT
Hunt J B Transport Services Inc

Industrials
Q1 2022 Filed on Sep 21, 2023
29
$186.56 - $218.06 $5.41K - $6.32K
HPQ
Hp Inc

Technology
Q4 2021 Filed on Sep 21, 2023
0
$26.48 - $38.1 $0 - $0
Howard Hughes Holdings Inc Com
Q1 2022 Filed on Sep 21, 2023
110
N/A
HES
Hess Corp

Energy
Q3 2021 Filed on Sep 21, 2023
69
$63.59 - $88.89 $4.39K - $6.13K
HCSG
Healthcare Services Group Inc

Healthcare
Q3 2021 Filed on Sep 21, 2023
60
$24.63 - $32.07 $1.48K - $1.92K
G
Genpact LTD

Technology
Q3 2021 Filed on Sep 21, 2023
74
$45.73 - $52.69 $3.38K - $3.9K
EVRG
Evergy, Inc.

Utilities
Q3 2021 Filed on Sep 21, 2023
0
$61.39 - $69.26 $0 - $0
EQNR
Equinor Asa

Energy
Q4 2021 Filed on Sep 21, 2023
300
$24.63 - $28.26 $7.39K - $8.48K
KGC
Kinross Gold Corp

Basic Materials
Q4 2021 Filed on Sep 21, 2023
600
$5.04 - $7.02 $3.02K - $4.21K
Liberty Media Corp Del Com Lbty Srm S A
Q1 2022 Filed on Sep 21, 2023
91
N/A
TTE
Total Energies Se

Energy
Q1 2022 Filed on Sep 21, 2023
66
$48.81 - $60.03 $3.22K - $3.96K
TFX
Teleflex Inc

Healthcare
Q1 2022 Filed on Sep 21, 2023
28
$295.56 - $354.83 $8.28K - $9.94K
SYY
Sysco Corp

Consumer Defensive
Q3 2021 Filed on Sep 21, 2023
64
$70.47 - $81.66 $4.51K - $5.23K
STE
Steris PLC

Healthcare
Q1 2022 Filed on Sep 21, 2023
41
$215.16 - $247.18 $8.82K - $10.1K
STT
State Street Corp

Financial Services
Q4 2021 Filed on Sep 21, 2023
70
$86.12 - $99.92 $6.03K - $6.99K
SMG
Scotts Miracle Gro CO

Basic Materials
Q4 2021 Filed on Sep 21, 2023
35
$134.0 - $176.89 $4.69K - $6.19K
SLB
Schlumberger Limited

Energy
Q4 2021 Filed on Sep 21, 2023
127
$28.38 - $34.74 $3.6K - $4.41K
SAP
Sap Se

Technology
Q3 2021 Filed on Sep 21, 2023
46
$135.04 - $150.2 $6.21K - $6.91K
SNY
Sanofi

Healthcare
Q3 2021 Filed on Sep 21, 2023
79
$47.89 - $53.12 $3.78K - $4.2K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q1 2022 Filed on Sep 21, 2023
60
$178.7 - $226.45 $10.7K - $13.6K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
Q3 2021 Filed on Sep 21, 2023
31
$38.92 - $43.2 $1.21K - $1.34K
OGN
Organon & Co.

Healthcare
Q1 2022 Filed on Sep 21, 2023
15
$30.45 - $39.36 $457 - $590
NTRS
Northern Trust Corp

Financial Services
Q3 2021 Filed on Sep 21, 2023
40
$104.51 - $121.03 $4.18K - $4.84K
MGM
Mgm Resorts International

Consumer Cyclical
Q1 2022 Filed on Sep 21, 2023
5,000
$37.48 - $48.52 $187K - $243K
MTB
M&T Bank Corp

Financial Services
Q4 2021 Filed on Sep 21, 2023
10
$144.04 - $161.85 $1.44K - $1.62K
Liberty Media Corp Del Com Lbty Srm S C
Q1 2022 Filed on Sep 21, 2023
234
N/A
DD
Du Pont De Nemours, Inc.

Basic Materials
Q4 2021 Filed on Sep 21, 2023
58
$69.13 - $81.02 $4.01K - $4.7K
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