IFP Advisors’s Herzfeld Credit Income Fund HERZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $7K | Sell |
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|
2018
Q3 | $26K | Hold |
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|
2018
Q2 | $27K | Hold |
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|
2018
Q1 | $29K | Hold |
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|
2017
Q4 | $29K | Sell |
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|
2017
Q3 | $41K | Hold |
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|
2017
Q2 | $41K | Sell |
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|
2017
Q1 | $42K | Hold |
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|
2016
Q4 | $40K | Buy |
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|
2016
Q3 | $9K | Sell |
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|
2016
Q2 | $39K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $244K | Buy |
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