GWM
HERZ

Geneos Wealth Management’s Herzfeld Credit Income Fund, Inc. Common Stock HERZ Stock Holding History

Geneos Wealth Management’s Portfolio HERZ Stock Details HERZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-258
Closed -$1K – 1813
2016
Q1 		$1K Buy
+258
New +$1K ﹤0.01% 1711