Halpern Financial, Inc. Closed Holding Positions

Halpern Financial, Inc.

  • $389 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HDV
Ishares Core High Dividend ETF

ETFs
Q4 2022 Filed on Sep 21, 2023
0
$93.56 - $108.19 $0 - $0
HAS
Hasbro, Inc.

Consumer Cyclical
Q4 2022 Filed on Sep 21, 2023
1
$54.79 - $70.48 $54.8 - $70.5
Gsk PLC Sponsored Adr
Q4 2022 Filed on Sep 21, 2023
0
N/A
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
Q4 2022 Filed on Sep 21, 2023
0
$45.71 - $60.75 $0 - $0
C
Citigroup Inc

Financial Services
Q4 2022 Filed on Sep 21, 2023
183
$40.3 - $50.19 $7.37K - $9.18K
BP
Bp PLC

Energy
Q4 2022 Filed on Sep 21, 2023
239
$29.67 - $35.9 $7.09K - $8.58K
BDX
Becton Dickinson & CO

Healthcare
Q1 2023 Filed on Sep 21, 2023
18
$229.71 - $259.35 $4.13K - $4.67K
AAL
American Airlines Group Inc.

Industrials
Q4 2022 Filed on Sep 21, 2023
44
$11.92 - $14.93 $524 - $657
UCBI
United Community Banks Inc

Financial Services
Q3 2022 Filed on Sep 21, 2023
60
$25.7 - $35.0 $1.54K - $2.1K
UAA
Under Armour, Inc.

Consumer Cyclical
Q1 2023 Filed on Sep 21, 2023
10
$8.07 - $12.78 $80.7 - $128
PBH
Prestige Consumer Healthcare Inc.

Healthcare
Q3 2022 Filed on Sep 21, 2023
49
$48.72 - $61.12 $2.39K - $2.99K
DOC
Physicians Realty Trust

Real Estate
Q3 2022 Filed on Sep 21, 2023
104
$14.85 - $18.25 $1.54K - $1.9K
PDCE
Pdc Energy, Inc.

Energy
Q3 2022 Filed on Sep 21, 2023
82
$52.19 - $69.38 $4.28K - $5.69K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q3 2022 Filed on Sep 21, 2023
38
$69.55 - $102.08 $2.64K - $3.88K
PAYX
Paychex Inc

Industrials
Q3 2022 Filed on Sep 21, 2023
71
$112.21 - $139.16 $7.97K - $9.88K
PTEN
Patterson Uti Energy Inc

Energy
Q3 2022 Filed on Sep 21, 2023
173
$10.86 - $16.55 $1.88K - $2.86K
OSK
Oshkosh Corp

Industrials
Q3 2022 Filed on Sep 21, 2023
7
$70.29 - $89.51 $492 - $627
OGS
One Gas, Inc.

Utilities
Q3 2022 Filed on Sep 21, 2023
100
$70.39 - $84.94 $7.04K - $8.49K
OMCL
Omnicell, Inc

Healthcare
Q3 2022 Filed on Sep 21, 2023
15
$84.23 - $117.38 $1.26K - $1.76K
ONB
Old National Bancorp

Financial Services
Q3 2022 Filed on Sep 21, 2023
136
$14.75 - $27.4 $2.01K - $3.73K
NUVA
Nuvasive Inc

Healthcare
Q3 2022 Filed on Sep 21, 2023
34
$42.51 - $54.02 $1.45K - $1.84K
NWE
Northwestern Corp

Utilities
Q3 2022 Filed on Sep 21, 2023
28
$49.28 - $60.49 $1.38K - $1.69K
NSC
Norfolk Southern Corp

Industrials
Q3 2022 Filed on Sep 21, 2023
29
$209.65 - $261.84 $6.08K - $7.59K
NSA
National Storage Affiliates Trust

Real Estate
Q3 2022 Filed on Sep 21, 2023
32
$25.24 - $55.52 $808 - $1.78K
MYRG
Myr Group Inc.

Industrials
Q3 2022 Filed on Sep 21, 2023
27
$84.73 - $99.93 $2.29K - $2.7K
RPD
Rapid7, Inc.

Technology
Q3 2022 Filed on Sep 21, 2023
30
$42.9 - $74.29 $1.29K - $2.23K
CRM
Salesforce, Inc.

Technology
Q3 2022 Filed on Sep 21, 2023
37
$143.84 - $191.27 $5.32K - $7.08K
TDW
Tidewater Inc

Energy
Q1 2023 Filed on Sep 21, 2023
5
$34.02 - $51.78 $170 - $259
TXN
Texas Instruments Inc

Technology
Q4 2022 Filed on Sep 21, 2023
200
$148.34 - $180.46 $29.7K - $36.1K
TTEK
Tetra Tech Inc

Industrials
Q3 2022 Filed on Sep 21, 2023
21
$124.45 - $153.27 $2.61K - $3.22K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q3 2022 Filed on Sep 21, 2023
154
$68.56 - $91.57 $10.6K - $14.1K
SLVM
Sylvamo Corp

Basic Materials
Q4 2022 Filed on Sep 21, 2023
1
$35.29 - $56.85 $35.3 - $56.9
SUM
Summit Materials, Inc.

Basic Materials
Q3 2022 Filed on Sep 21, 2023
57
$23.06 - $31.94 $1.31K - $1.82K
SPLK
Splunk Inc

Technology
Q3 2022 Filed on Sep 21, 2023
30
$75.2 - $115.0 $2.26K - $3.45K
SR
Spire Inc

Utilities
Q3 2022 Filed on Sep 21, 2023
30
$52.4 - $76.32 $1.57K - $2.29K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q3 2022 Filed on Sep 21, 2023
15,203
$30.53 - $37.41 $464K - $569K
SWN
Southwestern Energy CO

Energy
Q3 2022 Filed on Sep 21, 2023
316
$5.61 - $8.08 $1.77K - $2.55K
SSB
South State Corp

Financial Services
Q3 2022 Filed on Sep 21, 2023
28
$73.3 - $86.17 $2.05K - $2.41K
SNA
Snap On Inc

Industrials
Q3 2022 Filed on Sep 21, 2023
3
$196.04 - $233.35 $588 - $700
SLAB
Silicon Laboratories Inc.

Technology
Q3 2022 Filed on Sep 21, 2023
13
$117.29 - $154.28 $1.52K - $2.01K
SHEL
Shell PLC

Energy
Q4 2022 Filed on Sep 21, 2023
338
$50.18 - $58.47 $17K - $19.8K
SMTC
Semtech Corp

Technology
Q3 2022 Filed on Sep 21, 2023
25
$29.41 - $62.33 $735 - $1.56K
SIGI
Selective Insurance Group Inc

Financial Services
Q3 2022 Filed on Sep 21, 2023
27
$20.34 - $88.05 $549 - $2.38K
MS
Morgan Stanley

Financial Services
Q3 2022 Filed on Sep 21, 2023
300
$21.84 - $90.15 $6.55K - $27K
BCE
Bce Inc

Communication Services
Q1 2022 Filed on Sep 21, 2023
250
$51.4 - $55.91 $12.9K - $14K
DFS
Discover Financial Services

Financial Services
Q1 2022 Filed on Sep 21, 2023
30
$101.35 - $129.4 $3.04K - $3.88K
NVEE
Nv5 Global, Inc.

Industrials
Q4 2020 Filed on Sep 21, 2023
14
$52.97 - $79.36 $742 - $1.11K
NEM
Newmont Corp

Basic Materials
Q1 2021 Filed on Sep 21, 2023
155
$54.38 - $65.24 $8.43K - $10.1K
NRGU
Bank Of Montreal

ETFs
Q4 2020 Filed on Sep 21, 2023
17
$21.89 - $79.9 $372 - $1.36K
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