HF
Halpern Financial’s Nasdaq NDAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.42M | Sell |
19,420
-380
| -2% | -$27.7K | 0.36% | 29 |
|
|
2024
Q2 | $1.19M | Hold |
19,800
| – | – | 0.33% | 31 |
|
|
2024
Q1 | $1.22M | Hold |
19,800
| – | – | 0.35% | 30 |
|
|
2023
Q4 | $1.11M | Sell |
19,800
-300
| -1% | -$16.8K | 0.34% | 30 |
|
|
2023
Q3 | $977K | Sell |
20,100
-700
| -3% | -$34K | 0.34% | 28 |
|
|
2023
Q2 | $1.04M | Hold |
20,800
| – | – | 0.36% | 27 |
|
|
2023
Q1 | $1.14M | Sell |
20,800
-500
| -2% | -$27.3K | 0.41% | 23 |
|
|
2022
Q4 | $1.31M | Hold |
21,300
| – | – | 0.48% | 23 |
|
|
2022
Q3 | $1.21M | Buy |
21,300
+14,200
| +200% | +$805K | 0.48% | 24 |
|
|
2022
Q2 | $1.08M | Hold |
7,100
| – | – | 0.42% | 24 |
|
|
2022
Q1 | $1.27M | Hold |
7,100
| – | – | 0.47% | 24 |
|
|
2021
Q4 | $1.49M | Sell |
7,100
-200
| -3% | -$42K | 0.64% | 17 |
|
|
2021
Q3 | $1.41M | Sell |
7,300
-100
| -1% | -$19.3K | 0.65% | 17 |
|
|
2021
Q2 | $1.3M | Sell |
7,400
-300
| -4% | -$52.7K | 0.61% | 17 |
|
|
2021
Q1 | $1.14M | Hold |
7,700
| – | – | 0.55% | 16 |
|
|
2020
Q4 | $1.02M | Hold |
7,700
| – | – | 0.53% | 16 |
|
|
2020
Q3 | $945K | Sell |
7,700
-149
| -2% | -$18.3K | 0.56% | 16 |
|
|
2020
Q2 | $938K | Sell |
7,849
-142
| -2% | -$17K | 0.62% | 16 |
|
|
2020
Q1 | $759K | Hold |
7,991
| – | – | 0.71% | 16 |
|
|
2019
Q4 | $856K | Buy |
+7,991
| New | +$856K | 0.67% | 18 |
|