GSWM
HERZ

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

Golden State 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
2020
Q2 		– Sell
-466
Closed -$1K – 315
2020
Q1 		$1K Buy
+466
New +$1K ﹤0.01% 905
2019
Q4 		– Sell
-466
Closed -$2K – 224
2019
Q3 		$2K Hold
466
– – ﹤0.01% 952
2019
Q2 		$2K Hold
466
– – ﹤0.01% 964
2019
Q1 		$2K Buy
+466
New +$2K ﹤0.01% 1013