CAC
HERZ

Certified Advisory Corp’s Herzfeld Credit Income Fund HERZ Stock Holding History

Certified Advisory Corp’s Portfolio HERZ Stock Details HERZ Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$25K Buy
2020
Q1 		$22K Hold
2019
Q4 		$43K Buy
2019
Q3 		$40K Buy
2019
Q2 		$39K Hold
2019
Q1 		$36K Hold
2018
Q4 		$30K Buy
2018
Q3 		$39K Hold
2018
Q2 		$40K Hold
2018
Q1 		$43K Hold
2017
Q4 		$42K Buy