Corient Private Wealth
HERZ

Corient Private Wealth’s Herzfeld Credit Income Fund, Inc. Common Stock HERZ Stock Holding History

Corient Private Wealth’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 		$58K Buy
22,956
+1,221
+6% +$3.09K ﹤0.01% 2469
2025
Q1 		$58K Hold
21,735
– – ﹤0.01% 2214
2024
Q4 		$50.8K Hold
21,735
– – ﹤0.01% 2273
2024
Q3 		$49.1K Buy
+21,735
New +$49.1K ﹤0.01% 2362