Halpern Financial, Inc. SPDW Holdings History
Halpern Financial, Inc.'s SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2024-09-30, Halpern Financial, Inc. held 842,980.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $31.41 Mil. This investment constitutes 8.08% of their stock portfolio, and Halpern Financial, Inc. now holds 0.15% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2019Q4. And since then Halpern Financial, Inc. has made 11 purchases of SPDW, at an average price of $32.08, for a total of 866,992.00 shares. In addition, there have been 3 sales at an average price of $26.33 for 24,012.00 shares. Based on historical transaction data and SPDW's current price of $40.22, Halpern Financial, Inc.'s estimated gain on his SPDW holdings is $6.73 Mil, reflecting a 24.19% gain to date.
Halpern Financial, Inc. SPDW ($40.22) Holding Chart
Halpern Financial, Inc. SPDW ($40.22) 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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