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| Name: |
Halpern Financial Inc. |
| City: |
ASHBURN |
| State: |
VA |
| Zip: |
20147 |
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data |
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| Holdings
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Closed Positions |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SYK |
Stryker Corp |
220 |
Closed |
$330.58 |
$0 |
0 |
0% |
0 |
0 |
0 |
Medical Instruments &... |
|
|
MBB |
iShares Barclays MBS Bond |
252 |
Closed |
$90.79 |
$0 |
0 |
0% |
-1,000 |
-6 |
0 |
Closed - End Fund - E... |
|
|
DIA |
Diamonds Trust |
239 |
Closed |
$395.18 |
$0 |
0 |
0% |
-8,000 |
-21 |
0 |
Closed - End Fund - E... |
|
|
VGK |
Vanguard European Stock VIPERS |
226 |
Closed |
$68.93 |
$0 |
0 |
0% |
-5,000 |
-86 |
0 |
Closed - End Fund - E... |
|
|
BNDX |
Vanguard Total Internationa... |
210 |
Closed |
$48.66 |
$0 |
0 |
0% |
-5,000 |
-92 |
0 |
N/A |
|
|
PSX |
Phillips 66 |
245 |
Closed |
$145.60 |
$0 |
0 |
0% |
-3,000 |
-19 |
0 |
Oil & Gas Refining, P... |
|
|
EPP |
iShares MSCI Pacific Ex-Japan |
232 |
Closed |
$43.83 |
$0 |
0 |
0% |
-1,000 |
-22 |
0 |
Closed - End Fund - E... |
|
|
TJX |
TJX Companies Inc |
219 |
Closed |
$98.81 |
$0 |
0 |
0% |
-28,000 |
-309 |
0 |
Discount, Variety Stores |
|
|
EWC |
iShares MSCI-Canada |
251 |
Closed |
$38.19 |
$0 |
0 |
0% |
-1,000 |
-35 |
0 |
Closed - End Fund - E... |
|
|
GLD |
streetTRACKS Gold Trust |
238 |
Closed |
$218.71 |
$0 |
0 |
0% |
-44,000 |
-230 |
0 |
Closed - End Fund - E... |
|
|
XLE |
SPDR Energy Sector |
225 |
Closed |
$93.83 |
$0 |
0 |
0% |
-14,000 |
-160 |
0 |
Closed - End Fund - E... |
|
|
IEF |
iShares Lehman 7-10 Year Tr... |
209 |
Closed |
$92.50 |
$0 |
0 |
0% |
-1,000 |
-6 |
0 |
Closed - End Fund - E... |
|
|
BBAX |
Jpmorgan Betabuilders Devel... |
244 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
-10 |
0 |
N/A |
|
|
GOVT |
Ishares Barclays Us Treasur... |
231 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
-13 |
0 |
N/A |
|
|
TPVG |
Triplepoint Venture Growth ... |
218 |
Closed |
$9.22 |
$0 |
0 |
0% |
0 |
0 |
0 |
N/A |
|
|
JPST |
Jp Morgan Ultra Short Incom... |
250 |
Closed |
$0.00 |
$0 |
0 |
0% |
-15,000 |
-294 |
0 |
N/A |
|
|
ONL |
Orion Office Reit Inc. |
237 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
-34 |
0 |
N/A |
|
|
FINX |
Global X Funds Global X Fin... |
224 |
Closed |
$25.66 |
$0 |
0 |
0% |
-4,000 |
-155 |
0 |
N/A |
|
|
EWJ |
iShares MSCI-Japan |
208 |
Closed |
$67.95 |
$0 |
0 |
0% |
-2,000 |
-32 |
0 |
Closed - End Fund - E... |
|
|
BND |
Vanguard Total Bond Market ETF |
243 |
Closed |
$71.38 |
$0 |
0 |
0% |
-1,000 |
-13 |
0 |
Closed - End Fund - E... |
|
|
IEI |
iShares Barclays 3-7 Year T... |
230 |
Closed |
$114.37 |
$0 |
0 |
0% |
-32,000 |
-274 |
0 |
Closed - End Fund - E... |
|
|
UAL |
United Continental Holding |
217 |
Closed |
$50.67 |
$0 |
0 |
0% |
-4,000 |
-100 |
0 |
Major Airlines |
|
|
NMFC |
New Mountain Finance Corp |
249 |
Closed |
$12.62 |
$0 |
0 |
0% |
0 |
0 |
0 |
Conglomerates |
|
|
PULS |
Pgim Ultra Short Bond Etf |
236 |
Closed |
$49.62 |
$0 |
0 |
0% |
-16,000 |
-314 |
0 |
N/A |
|
|
PAVE |
Global X Us Infrastructure ... |
223 |
Closed |
$0.00 |
$0 |
0 |
0% |
-18,000 |
-541 |
0 |
N/A |
|
|
PHUN |
Phunware Inc |
207 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
-1,500 |
0 |
N/A |
|
|
VEGN |
Us Vegan Climate Etf |
242 |
Closed |
$0.00 |
$0 |
0 |
0% |
-34,000 |
-805 |
0 |
N/A |
|
|
IAGG |
Ishares International Aggre... |
229 |
Closed |
$0.00 |
$0 |
0 |
0% |
-16,000 |
-322 |
0 |
N/A |
|
|
ED |
Consolidated Edison Inc |
213 |
Closed |
$97.70 |
$0 |
0 |
0% |
-23,000 |
-249 |
0 |
Multi Utilities |
|
|
DSI |
iShares KLD 400 Social Index |
248 |
Closed |
$99.16 |
$0 |
0 |
0% |
-14,000 |
-160 |
0 |
Closed - End Fund - E... |
|
|
BBEU |
Jpmorgan Betabuilders Europ... |
235 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
-8 |
0 |
N/A |
|
|
CTVA |
Corteva, Inc. |
222 |
Closed |
$57.48 |
$0 |
0 |
0% |
-1,000 |
-28 |
0 |
N/A |
|
|
VCSH |
Vanguard Scottsdale Funds |
206 |
Closed |
$76.88 |
$0 |
0 |
0% |
-26,000 |
-331 |
0 |
N/A |
|
|
BSV |
Vanguard Short-Term Bond |
241 |
Closed |
$76.21 |
$0 |
0 |
0% |
-54,000 |
-699 |
0 |
Closed - End Fund - E... |
|
|
SHY |
Ishares Barclays 1-3 Treasu... |
228 |
Closed |
$81.28 |
$0 |
0 |
0% |
-62,000 |
-756 |
0 |
Closed - End Fund - E... |
|
|
IDV |
iShares Dow Jones EPAC Sele... |
212 |
Closed |
$0.00 |
$0 |
0 |
0% |
-17,000 |
-594 |
0 |
Closed - End Fund - E... |
|
|
VGSH |
Vanguard Scottsdale Funds |
247 |
Closed |
$57.74 |
$0 |
0 |
0% |
-15,000 |
-259 |
0 |
Closed - End Fund - Debt |
|
|
BBCA |
Jpmorgan Betabuilders Canad... |
234 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,000 |
-10 |
0 |
N/A |
|
|
DEO |
Diageo Plc (ADR) |
221 |
Closed |
$142.94 |
$0 |
0 |
0% |
-4,000 |
-27 |
0 |
Beverage - Brewers |
|
|
VTEB |
Vanguard Tax Exempt Bond Etf |
205 |
Closed |
$50.18 |
$0 |
0 |
0% |
-2,000 |
-36 |
0 |
N/A |
|
|
GNR |
Spdr S&Amp;P Global Natural... |
240 |
Closed |
$59.53 |
$0 |
0 |
0% |
-6,000 |
-106 |
0 |
Closed - End Fund - E... |
|
|
BBJP |
Jpmorgan Betabuilders Japan... |
227 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,000 |
-19 |
0 |
N/A |
|
|
VGIT |
Vanguard Intermediate -Ter |
211 |
Closed |
$57.66 |
$0 |
0 |
0% |
-15,000 |
-261 |
0 |
Closed - End Fund - Debt |
|
|
AEP |
American Electric Power Co Inc |
246 |
Closed |
$91.61 |
$0 |
0 |
0% |
-16,000 |
-192 |
0 |
Electric Utilities |
|
|
WDAY |
Workday, Inc. |
233 |
Closed |
$246.34 |
$0 |
0 |
0% |
-13,000 |
-50 |
0 |
Application Software |
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