Wolverine Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.59K | Sell |
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|
2024
Q3 | $20.6K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $357K | Buy |
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|
2023
Q2 | $114K | Buy |
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|
2023
Q1 | $795 | Sell |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q3 | $145K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $150K | Sell |
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|
2021
Q3 | $149K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $230K | Buy |
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|
2020
Q2 | $47K | Buy |
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|
2020
Q1 | $9K | Sell |
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|
2019
Q4 | $30K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $31K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $36K | Buy |
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