BRWA
HERZ

B. Riley Wealth Advisors’s Herzfeld Credit Income Fund HERZ Stock Holding History

B. Riley Wealth Advisors’s Portfolio HERZ Stock Details HERZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
2023
Q2 		$44K Sell
2023
Q1 		$43.7K Buy