Halpern Financial, Inc. Closed Holding Positions

Halpern Financial, Inc.

  • $389 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q1 2021 Filed on Sep 21, 2023
16
$52.97 - $58.45 $848 - $935
IWY
Ishares Tr Russell 200 Growth

ETFs
Q1 2021 Filed on Sep 21, 2023
30
$127.24 - $139.47 $3.82K - $4.18K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q4 2020 Filed on Sep 21, 2023
69
$71.94 - $88.81 $4.96K - $6.13K
HBAN
Huntington Bancshares Inc

Financial Services
Q1 2021 Filed on Sep 21, 2023
194
$12.56 - $16.7 $2.44K - $3.24K
GS
Goldman Sachs Group Inc

Financial Services
Q4 2020 Filed on Sep 21, 2023
5
$189.04 - $263.71 $945 - $1.32K
CME
Cme Group Inc.

Financial Services
Q1 2021 Filed on Sep 21, 2023
9
$178.79 - $214.04 $1.61K - $1.93K
CNI
Canadian National Railway CO

Industrials
Q1 2021 Filed on Sep 21, 2023
61
$101.17 - $118.12 $6.17K - $7.21K
Brookfield Corp Cl A LTD Vt Sh
Q1 2021 Filed on Sep 21, 2023
378
N/A
BOX
Box Inc

Technology
Q1 2021 Filed on Sep 21, 2023
45
$17.34 - $23.68 $780 - $1.07K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
Q1 2021 Filed on Sep 21, 2023
2,200
$7.37 - $13.61 $16.2K - $29.9K
BALL
Ball Corp

Consumer Cyclical
Q1 2021 Filed on Sep 21, 2023
93
$81.25 - $92.26 $7.56K - $8.58K
AON
Aon PLC

Financial Services
Q4 2020 Filed on Sep 21, 2023
53
$179.96 - $214.52 $9.54K - $11.4K
AEM
Agnico Eagle Mines LTD

Basic Materials
Q1 2021 Filed on Sep 21, 2023
75
$55.36 - $76.39 $4.15K - $5.73K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q1 2021 Filed on Sep 21, 2023
14
$425.47 - $509.13 $5.96K - $7.13K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2021 Filed on Sep 21, 2023
206
$30.78 - $34.63 $6.34K - $7.13K
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2022 Filed on Sep 21, 2023
300
$72.2 - $85.22 $21.7K - $25.6K
CAH
Cardinal Health Inc

Healthcare
Q3 2021 Filed on Sep 21, 2023
35
$49.46 - $59.99 $1.73K - $2.1K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
Q1 2022 Filed on Sep 21, 2023
1,400
$69.64 - $93.47 $97.5K - $131K
CABO
Cable One, Inc.

Communication Services
Q1 2022 Filed on Sep 21, 2023
5
$1396.44 - $1743.82 $6.98K - $8.72K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q3 2021 Filed on Sep 21, 2023
134
$35.28 - $39.52 $4.73K - $5.3K
BWA
Borgwarner Inc

Consumer Cyclical
Q3 2021 Filed on Sep 21, 2023
64
$41.36 - $49.36 $2.65K - $3.16K
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q3 2021 Filed on Sep 21, 2023
25
$78.07 - $89.92 $1.95K - $2.25K
AMGN
Amgen Inc

Healthcare
Q1 2022 Filed on Sep 21, 2023
506
$219.27 - $242.57 $111K - $123K
ATVI
Activision Blizzard, Inc.

Communication Services
Q3 2021 Filed on Sep 21, 2023
38
$72.81 - $94.4 $2.77K - $3.59K
AMWD
American Woodmark Corp

Consumer Cyclical
Q1 2021 Filed on Sep 21, 2023
10
$86.51 - $106.36 $865 - $1.06K
VMW
Vmware, Inc.

Technology
Q1 2021 Filed on Sep 21, 2023
12
$132.3 - $154.61 $1.59K - $1.86K
MDRX
Allscripts Healthcare Solutions, Inc.

Healthcare
Q4 2020 Filed on Sep 21, 2023
35
$8.17 - $14.61 $286 - $511
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q1 2021 Filed on Sep 21, 2023
30
$10.34 - $12.81 $310 - $384
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q4 2020 Filed on Sep 21, 2023
246
$44.43 - $46.75 $10.9K - $11.5K
GLDM
World Gold Trust

ETFs
Q1 2021 Filed on Sep 21, 2023
313
$33.46 - $38.82 $10.5K - $12.2K
SIZE
Ishares Msci Usa Size Factor E

ETFs
Q2 2020 Filed on Sep 21, 2023
20
$67.45 - $95.16 $1.35K - $1.9K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q2 2020 Filed on Sep 21, 2023
110
$26.29 - $32.85 $2.89K - $3.61K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q1 2020 Filed on Sep 21, 2023
10
$49.63 - $73.36 $496 - $734
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q2 2020 Filed on Sep 21, 2023
212
$54.37 - $60.39 $11.5K - $12.8K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q1 2020 Filed on Sep 21, 2023
73
$11.3 - $16.8 $825 - $1.23K
INTU
Intuit Inc

Technology
Q1 2020 Filed on Sep 21, 2023
20
$194.72 - $305.61 $3.89K - $6.11K
HL
Hecla Mining CO

Basic Materials
Q2 2020 Filed on Sep 21, 2023
4,000
$1.69 - $3.59 $6.76K - $14.4K
FNV
Franco Nevada Corp

Basic Materials
Q2 2020 Filed on Sep 21, 2023
70
$102.73 - $150.66 $7.19K - $10.5K
FCG
First Tr Exchange Traded Fd

ETFs
Q1 2020 Filed on Sep 21, 2023
145
$3.92 - $12.46 $568 - $1.81K
FSLY
Fastly, Inc.

Technology
Q1 2020 Filed on Sep 21, 2023
170
$11.13 - $25.18 $1.89K - $4.28K
ENB
Enbridge Inc

Energy
Q1 2020 Filed on Sep 21, 2023
175
$23.74 - $43.06 $4.15K - $7.54K
EGBN
Eagle Bancorp Inc

Financial Services
Q1 2020 Filed on Sep 21, 2023
720
$25.21 - $48.58 $18.2K - $35K
Corbus Pharmaceuticals Hldgs I Com New
Q2 2020 Filed on Sep 21, 2023
1,000
N/A
CBOE
Cboe Global Markets, Inc.

Financial Services
Q2 2020 Filed on Sep 21, 2023
72
$88.18 - $106.46 $6.35K - $7.67K
CAT
Caterpillar Inc

Industrials
Q1 2020 Filed on Sep 21, 2023
127
$91.85 - $150.53 $11.7K - $19.1K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q1 2020 Filed on Sep 21, 2023
375
$16.14 - $33.49 $6.05K - $12.6K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
Q1 2020 Filed on Sep 21, 2023
100
$13.02 - $40.51 $1.3K - $4.05K
APPN
Appian Corp

Technology
Q1 2020 Filed on Sep 21, 2023
200
$31.54 - $63.3 $6.31K - $12.7K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q1 2020 Filed on Sep 21, 2023
75
$39.87 - $63.83 $2.99K - $4.79K
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