Halpern Financial, Inc. Closed Holding Positions

Halpern Financial, Inc.

  • $344 Billion
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MAR
Marriott International Inc

Consumer Cyclical
Q3 2023 Filed on Oct 10, 2023
48
$182.04 - $208.51 $8.74K - $10K
IP
International Paper CO

Consumer Cyclical
Q4 2022 Filed on Sep 21, 2023
15
$31.56 - $37.4 $473 - $561
FUBO
Fubo Tv Inc.

Communication Services
Q4 2022 Filed on Sep 21, 2023
40
$1.65 - $4.13 $66 - $165
GWW
W.W. Grainger, Inc.

Industrials
Q3 2022 Filed on Sep 21, 2023
12
$453.26 - $585.57 $5.44K - $7.03K
HALO
Halozyme Therapeutics, Inc.

Healthcare
Q3 2022 Filed on Sep 21, 2023
52
$38.53 - $51.78 $2K - $2.69K
HUBG
Hub Group, Inc.

Industrials
Q3 2022 Filed on Sep 21, 2023
29
$68.17 - $86.89 $1.98K - $2.52K
HYZN
Hyzon Motors Inc.

Consumer Cyclical
Q4 2022 Filed on Sep 21, 2023
2,475
$1.4 - $1.95 $3.47K - $4.83K
IBIO
I Bio, Inc.

Healthcare
Q4 2022 Filed on Sep 21, 2023
280
$0.39 - $1.8 $109 - $504
IBTX
Independent Bank Group, Inc.

Financial Services
Q3 2022 Filed on Sep 21, 2023
22
$61.39 - $75.73 $1.35K - $1.67K
FOXA
Fox Corp

Communication Services
Q1 2023 Filed on Sep 21, 2023
6
$30.27 - $37.12 $182 - $223
FIBK
First Interstate Bancsystem Inc

Financial Services
Q3 2022 Filed on Sep 21, 2023
73
$37.7 - $43.27 $2.75K - $3.16K
EGP
Eastgroup Properties Inc

Real Estate
Q3 2022 Filed on Sep 21, 2023
12
$140.88 - $179.41 $1.69K - $2.15K
ETN
Eaton Corp PLC

Industrials
Q3 2022 Filed on Sep 21, 2023
30
$125.04 - $153.35 $3.75K - $4.6K
EFSC
Enterprise Financial Services Corp

Financial Services
Q3 2022 Filed on Sep 21, 2023
19
$20.49 - $48.1 $389 - $914
FSS
Federal Signal Corp

Industrials
Q3 2022 Filed on Sep 21, 2023
62
$34.66 - $43.01 $2.15K - $2.67K
FDX
Fedex Corp

Industrials
Q3 2022 Filed on Sep 21, 2023
5
$142.9 - $238.22 $715 - $1.19K
FBNC
First Bancorp

Financial Services
Q3 2022 Filed on Sep 21, 2023
27
$33.36 - $39.53 $901 - $1.07K
FFBC
First Financial Bancorp

Financial Services
Q3 2022 Filed on Sep 21, 2023
75
$19.02 - $23.75 $1.43K - $1.78K
INDB
Independent Bank Corp

Financial Services
Q3 2022 Filed on Sep 21, 2023
22
$74.53 - $88.08 $1.64K - $1.94K
INSP
Inspire Medical Systems, Inc.

Healthcare
Q3 2022 Filed on Sep 21, 2023
8
$170.68 - $226.46 $1.37K - $1.81K
MXL
Maxlinear Inc

Technology
Q3 2022 Filed on Sep 21, 2023
50
$31.3 - $42.39 $1.57K - $2.12K
MMYT
Make My Trip LTD

Consumer Cyclical
Q3 2022 Filed on Sep 21, 2023
57
$25.15 - $34.1 $1.43K - $1.94K
LXP
Lxp Industrial Trust

Real Estate
Q3 2022 Filed on Sep 21, 2023
64
$8.81 - $56.2 $564 - $3.6K
LU
Lufax Holding LTD

Financial Services
Q3 2022 Filed on Sep 21, 2023
242
$2.52 - $6.21 $610 - $1.5K
LGND
Ligand Pharmaceuticals Inc

Healthcare
Q3 2022 Filed on Sep 21, 2023
18
$0.01 - $107.56 $0.18 - $1.94K
KMB
Kimberly Clark Corp

Consumer Defensive
Q4 2022 Filed on Sep 21, 2023
200
$109.59 - $139.1 $21.9K - $27.8K
KBR
Kbr, Inc.

Industrials
Q3 2022 Filed on Sep 21, 2023
45
$42.97 - $53.23 $1.93K - $2.4K
KALU
Kaiser Aluminum Corp

Basic Materials
Q3 2022 Filed on Sep 21, 2023
20
$61.35 - $83.86 $1.23K - $1.68K
KAI
Kadant Inc

Industrials
Q3 2022 Filed on Sep 21, 2023
12
$166.81 - $205.13 $2K - $2.46K
ZD
Ziff Davis, Inc.

Communication Services
Q1 2023 Filed on Sep 21, 2023
36
$73.24 - $93.51 $2.64K - $3.37K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q3 2022 Filed on Sep 21, 2023
549
N/A
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q3 2022 Filed on Sep 21, 2023
213
$107.29 - $126.48 $22.9K - $26.9K
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
Q3 2022 Filed on Sep 21, 2023
12
$40.13 - $46.04 $482 - $552
EEMV
Ishares Msci Emerging Markets

ETFs
Q3 2022 Filed on Sep 21, 2023
5,194
$51.46 - $57.06 $267K - $296K
IEHS
Ishares U S ETF Tr Ishares Evo

ETFs
Q3 2022 Filed on Sep 21, 2023
201
$0.0 - $41.88 $0 - $8.42K
DGRO
Ishares Core Dividend Growth E

ETFs
Q3 2022 Filed on Sep 21, 2023
588
N/A
ISRG
Intuitive Surgical Inc

Healthcare
Q3 2022 Filed on Sep 21, 2023
90
$186.38 - $242.46 $16.8K - $21.8K
TMV
Direxion Shs ETF Tr

ETFs
Q3 2022 Filed on Sep 21, 2023
110
$86.82 - $124.9 $9.55K - $13.7K
DRH
Diamond Rock Hospitality CO

Real Estate
Q3 2022 Filed on Sep 21, 2023
149
$7.31 - $27.21 $1.09K - $4.05K
DXCM
Dexcom Inc

Healthcare
Q3 2022 Filed on Sep 21, 2023
32
$76.35 - $94.18 $2.44K - $3.01K
AEL
American Equity Investment Life Holding CO

Financial Services
Q3 2022 Filed on Sep 21, 2023
37
$33.83 - $42.64 $1.25K - $1.58K
ALGT
Allegiant Travel CO

Industrials
Q3 2022 Filed on Sep 21, 2023
10
$72.98 - $120.64 $730 - $1.21K
ALK
Alaska Air Group, Inc.

Industrials
Q3 2022 Filed on Sep 21, 2023
13
$38.81 - $48.45 $505 - $630
ATSG
Air Transport Services Group, Inc.

Industrials
Q3 2022 Filed on Sep 21, 2023
16
$23.61 - $33.03 $378 - $528
APD
Air Products & Chemicals, Inc.

Basic Materials
Q1 2023 Filed on Sep 21, 2023
100
$266.94 - $320.51 $26.7K - $32.1K
AFRM
Affirm Holdings, Inc.

Technology
Q3 2022 Filed on Sep 21, 2023
100
$17.19 - $39.91 $1.72K - $3.99K
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q3 2022 Filed on Sep 21, 2023
18
$156.34 - $209.98 $2.81K - $3.78K
ABM
Abm Industries Inc

Industrials
Q3 2022 Filed on Sep 21, 2023
46
$37.85 - $48.57 $1.74K - $2.23K
RCII
Rent A Center Inc De

Industrials
Q1 2022 Filed on Sep 21, 2023
800
$25.19 - $49.42 $20.2K - $39.5K
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