Halbert Hargrove Global Advisors, LLC Financial Sector Spdr Transaction History

Halbert Hargrove Global Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$31.45 - $37.72 $1,383 - $1,659	44 Added 0.49%	8,951 $336,000
Q3 2023 Oct 13, 2023	BUY	$33.17 - $35.6 $1,326 - $1,424	40 Added 0.45%	8,907 $295,000
Q2 2023 Aug 14, 2023	SELL	$31.55 - $33.71 $21,485 - $22,956	-681 Reduced 7.13%	8,867 $298,000
Q1 2023 Apr 25, 2023	SELL	$30.98 - $37.0 $5,266 - $6,290	-170 Reduced 1.75%	9,548 $306,000
Q4 2022 Jan 25, 2023	BUY	$30.29 - $36.31 $27,321 - $32,751	902 Added 10.23%	9,718 $0
Q3 2022 Oct 24, 2022	BUY	$30.36 - $35.81 $3,946 - $4,655	130 Added 1.5%	8,816 $268,000
Q2 2022 Aug 05, 2022	SELL	$30.84 - $38.22 $585 - $726	-19 Reduced 0.22%	8,686 $273,000
Q1 2022 May 13, 2022	BUY	$35.66 - $41.42 $1,212 - $1,408	34 Added 0.39%	8,705 $333,000
Q4 2021 Feb 14, 2022	SELL	$37.54 - $40.62 $30,182 - $32,658	-804 Reduced 8.49%	8,671 $339,000
Q3 2021 Oct 29, 2021	BUY	$35.11 - $39.0 $33,249 - $36,933	947 Added 11.1%	9,475 $355,000
Q2 2021 Jul 29, 2021	BUY	$34.47 - $38.47 $1,137 - $1,269	33 Added 0.39%	8,528 $313,000
Q1 2021 May 06, 2021	BUY	$28.95 - $34.77 $245,930 - $295,371	8,495 New	8,495 $289,000

1,839

696M

161M

320M

Get notified when there are updates to the investment portfolio of Halbert Hargrove Global Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Halbert Hargrove Global Advisors, LLC with notifications on news.