AWA
HERZ

Arete Wealth Advisors’s Herzfeld Credit Income Fund, Inc. Common Stock HERZ Stock Holding History

Arete Wealth Advisors’s Portfolio HERZ Stock Details HERZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23,094
Closed -$54K – 731
2024
Q4 		$54K Buy
+23,094
New +$54K ﹤0.01% 731