Halpern Financial, Inc. Closed Holding Positions

Halpern Financial, Inc.

  • $389 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MU
Micron Technology Inc

Technology
Q1 2022 Filed on Sep 21, 2023
200
$69.4 - $97.36 $13.9K - $19.5K
MPW
Medical Properties Trust Inc

Real Estate
Q1 2022 Filed on Sep 21, 2023
600
$19.94 - $24.13 $12K - $14.5K
LOGI
Logitech International S.A.

Technology
Q1 2022 Filed on Sep 21, 2023
200
$69.35 - $85.95 $13.9K - $17.2K
APTV
Aptiv PLC

Consumer Cyclical
Q3 2022 Filed on Sep 21, 2023
25
$78.21 - $125.84 $1.96K - $3.15K
AORT
Artivion, Inc.

Healthcare
Q3 2022 Filed on Sep 21, 2023
58
$13.31 - $23.25 $772 - $1.35K
DAL
Delta Air Lines, Inc.

Industrials
Q3 2022 Filed on Sep 21, 2023
21
$28.02 - $35.34 $588 - $742
CCSI
Consensus Cloud Solutions, Inc.

Technology
Q1 2023 Filed on Sep 21, 2023
12
$30.48 - $61.7 $366 - $740
CNMD
Conmed Corp

Healthcare
Q3 2022 Filed on Sep 21, 2023
18
$77.78 - $103.92 $1.4K - $1.87K
Coherent Corp Com
Q3 2022 Filed on Sep 21, 2023
35
N/A
CDE
Coeur Mining, Inc.

Basic Materials
Q3 2022 Filed on Sep 21, 2023
28
$2.62 - $3.42 $73.4 - $95.8
CINF
Cincinnati Financial Corp

Financial Services
Q3 2022 Filed on Sep 21, 2023
54
$89.57 - $120.36 $4.84K - $6.5K
CHK
Chesapeake Energy Corp

Energy
Q3 2022 Filed on Sep 21, 2023
20
$62.33 - $104.56 $1.25K - $2.09K
CWST
Casella Waste Systems Inc

Industrials
Q3 2022 Filed on Sep 21, 2023
18
$72.14 - $86.83 $1.3K - $1.56K
BHF
Brighthouse Financial, Inc.

Financial Services
Q3 2022 Filed on Sep 21, 2023
2
$19.21 - $50.96 $38.4 - $102
BCC
Boise Cascade CO

Basic Materials
Q3 2022 Filed on Sep 21, 2023
57
$55.36 - $72.98 $3.16K - $4.16K
BPMC
Blueprint Medicines Corp

Healthcare
Q3 2022 Filed on Sep 21, 2023
29
$49.93 - $77.7 $1.45K - $2.25K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
Q3 2022 Filed on Sep 21, 2023
51
$63.63 - $78.91 $3.25K - $4.02K
GOLD
Barrick Gold Corp

Basic Materials
Q3 2022 Filed on Sep 21, 2023
117
$14.1 - $18.06 $1.65K - $2.11K
ATRC
Atri Cure, Inc.

Healthcare
Q3 2022 Filed on Sep 21, 2023
29
$38.25 - $52.62 $1.11K - $1.53K
ATNI
Atn International, Inc.

Communication Services
Q3 2022 Filed on Sep 21, 2023
18
$38.03 - $50.17 $685 - $903
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q1 2022 Filed on Sep 21, 2023
0
$19.31 - $23.54 $0 - $0
MTX
Minerals Technologies Inc

Basic Materials
Q3 2022 Filed on Sep 21, 2023
42
$49.41 - $67.16 $2.08K - $2.82K
ZM
Zoom Video Communications, Inc.

Technology
Q1 2023 Filed on Sep 21, 2023
1
$65.62 - $84.66 $65.6 - $84.7
AMD
Advanced Micro Devices Inc

Technology
Q4 2022 Filed on Sep 21, 2023
8
$55.94 - $77.63 $448 - $621
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q3 2022 Filed on Sep 21, 2023
769
$13.68 - $18.24 $10.5K - $14K
WSFS
Wsfs Financial Corp

Financial Services
Q3 2022 Filed on Sep 21, 2023
62
$37.96 - $51.42 $2.35K - $3.19K
WOR
Worthington Industries Inc

Industrials
Q3 2022 Filed on Sep 21, 2023
39
$38.14 - $55.4 $1.49K - $2.16K
AIVI
Kemiao Garment Holding Group

ETFs
Q3 2022 Filed on Sep 21, 2023
125
$30.27 - $37.23 $3.78K - $4.65K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
Q3 2022 Filed on Sep 21, 2023
79
$31.53 - $43.54 $2.49K - $3.44K
WCC
Wesco International Inc

Industrials
Q3 2022 Filed on Sep 21, 2023
30
$27.98 - $144.64 $839 - $4.34K
WSBC
Wesbanco Inc

Financial Services
Q3 2022 Filed on Sep 21, 2023
45
$26.31 - $36.76 $1.18K - $1.65K
WFC
Wells Fargo & Company

Financial Services
Q3 2022 Filed on Sep 21, 2023
368
$1.55 - $45.53 $570 - $16.8K
VFF
Village Farms International, Inc.

Consumer Defensive
Q4 2022 Filed on Sep 21, 2023
200
$1.24 - $2.38 $248 - $476
VZ
Verizon Communications Inc

Communication Services
Q1 2023 Filed on Sep 21, 2023
4
$36.54 - $42.19 $146 - $169
VBK
Vanguard Small Cap Growth ETF

ETFs
Q4 2022 Filed on Sep 21, 2023
39
$192.0 - $216.09 $7.49K - $8.43K
VDC
Vanguard Consumer Staples ETF

ETFs
Q3 2022 Filed on Sep 21, 2023
68
$171.79 - $199.02 $11.7K - $13.5K
HAP
Vaneck ETF Tr Natural Resource

ETFs
Q1 2023 Filed on Sep 21, 2023
9,000
$46.28 - $52.71 $417K - $474K
VLY
Valley National Bancorp

Financial Services
Q3 2022 Filed on Sep 21, 2023
154
$10.14 - $27.82 $1.56K - $4.28K
UPS
United Parcel Service Inc

Industrials
Q3 2022 Filed on Sep 21, 2023
89
$161.54 - $208.05 $14.4K - $18.5K
AKBA
Akebia Therapeutics, Inc.

Healthcare
Q4 2022 Filed on Sep 21, 2023
1
$0.25 - $0.58 $0.25 - $0.58
ARLP
Alliance Resource Partners LP

Energy
Q4 2022 Filed on Sep 21, 2023
0
$20.32 - $24.88 $0 - $0
TDOC
Teladoc Health, Inc.

Healthcare
Q1 2023 Filed on Sep 21, 2023
1
$22.27 - $33.2 $22.3 - $33.2
QDEL
Quidel Ortho Corp

Healthcare
Q1 2023 Filed on Sep 21, 2023
1
$82.98 - $91.46 $83 - $91.5
OTLY
Oatly Group Ab

Consumer Defensive
Q1 2023 Filed on Sep 21, 2023
1
$2.0 - $2.75 $2 - $2.75
MRNA
Moderna, Inc.

Healthcare
Q1 2023 Filed on Sep 21, 2023
1
$135.66 - $197.02 $136 - $197
ELV
Elevance Health, Inc.

Healthcare
Q1 2023 Filed on Sep 21, 2023
1
$446.3 - $502.2 $446 - $502
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q4 2022 Filed on Sep 21, 2023
10
$22.25 - $29.6 $223 - $296
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q4 2022 Filed on Sep 21, 2023
151
$61.13 - $69.88 $9.23K - $10.6K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q4 2022 Filed on Sep 21, 2023
10
$11.4 - $18.3 $114 - $183
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