Halpern Financial’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.19M | Hold |
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|
2024
Q1 | $1.22M | Hold |
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|
2023
Q4 | $1.11M | Sell |
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|
2023
Q3 | $977K | Sell |
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|
2023
Q2 | $1.04M | Hold |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $1.31M | Hold |
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|
2022
Q3 | $1.21M | Hold |
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|
2022
Q2 | $1.08M | Hold |
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|
2022
Q1 | $1.27M | Hold |
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|
2021
Q4 | $1.49M | Sell |
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|
2021
Q3 | $1.41M | Sell |
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|
2021
Q2 | $1.3M | Sell |
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|
2021
Q1 | $1.14M | Hold |
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|
2020
Q4 | $1.02M | Hold |
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|
2020
Q3 | $945K | Sell |
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|
2020
Q2 | $938K | Sell |
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|
2020
Q1 | $759K | Hold |
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|
2019
Q4 | $856K | Buy |
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