BRWA
HERZ

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

B. Riley 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
2023
Q3 		– Sell
-13,068
Closed -$44K – 1541
2023
Q2 		$44K Sell
13,068
-1,301
-9% -$4.38K ﹤0.01% 1489
2023
Q1 		$43.7K Buy
+14,369
New +$43.7K ﹤0.01% 1445