MWM
HERZ

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

MinichMacGregor 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
2023
Q1 		– Sell
-252
Closed -$754 – 213
2022
Q4 		$754 Buy
+252
New +$754 ﹤0.01% 651