Halpern Financial, Inc. FHLC Holdings History
Halpern Financial, Inc.'s Fidelity MSCI Health Care Index ETF Holding Summary
As of 2024-09-30, Halpern Financial, Inc. held 27,150.00 shares of Fidelity MSCI Health Care Index ETF(FHLC), totaling $1.96 Mil. This investment constitutes 0.5% of their stock portfolio, and Halpern Financial, Inc. now holds 0.06% of the outstanding Fidelity MSCI Health Care Index ETF(FHLC) stock.
The initial trade took place in 2019Q4. And since then Halpern Financial, Inc. has made 6 purchases of FHLC, at an average price of $46.53, for a total of 341,236.00 shares. In addition, there have been 9 sales at an average price of $62.22 for 314,086.00 shares. Based on historical transaction data and FHLC's current price of $62.65, Halpern Financial, Inc.'s estimated gain on his FHLC holdings is $5.36 Mil, reflecting a 33.78% gain to date.
Halpern Financial, Inc. FHLC ($62.65) Holding Chart
Halpern Financial, Inc. FHLC ($62.65) 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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