Halpern Financial, Inc. FVAL Holdings History
Halpern Financial, Inc.'s Fidelity Value Factor ETF Holding Summary
As of 2024-09-30, Halpern Financial, Inc. held 155,686.00 shares of Fidelity Value Factor ETF(FVAL), totaling $9.37 Mil. This investment constitutes 2.41% of their stock portfolio, and Halpern Financial, Inc. now holds 1.12% of the outstanding Fidelity Value Factor ETF(FVAL) stock.
The initial trade took place in 2019Q4. And since then Halpern Financial, Inc. has made 4 purchases of FVAL, at an average price of $33.27, for a total of 380,918.00 shares. In addition, there have been 11 sales at an average price of $47.63 for 225,232.00 shares. Based on historical transaction data and FVAL's current price of $64.46, Halpern Financial, Inc.'s estimated gain on his FVAL holdings is $8.09 Mil, reflecting a 63.84% gain to date.
Halpern Financial, Inc. FVAL ($64.46) Holding Chart
Halpern Financial, Inc. FVAL ($64.46) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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