Halpern Financial, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Halpern Financial, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Sep 21, 2023	BUY	$22.75 - $26.16 $750 - $863	33 Added 100.0%	66 $1.64 Million
Q4 2021 Sep 21, 2023	BUY	$22.99 - $26.35 $758 - $869	33 New	33 $1.74 Million
Q1 2020 Sep 21, 2023	SELL	$13.54 - $24.27 $19,443 - $34,851	-1,436 Closed	0 $0
Q4 2019 Sep 21, 2023	BUY	$22.24 - $24.07 $31,936 - $34,564	1,436 New	1,436 $66 Million

533

175M

22.2K

84.6K

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