AAS
HERZ

Avantax Advisory Services’s Herzfeld Credit Income Fund, Inc. Common Stock HERZ Stock Holding History

Avantax Advisory Services’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
Q2 		$67.1K Buy
26,519
+1,410
+6% +$3.57K ﹤0.01% 2314
2025
Q1 		$67K Sell
25,109
-32,522
-56% -$86.8K ﹤0.01% 2188
2024
Q4 		$135K Buy
+57,631
New +$135K ﹤0.01% 2102