Number of Shares
10,298
Previous 10,693 3.69%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
N/A
-395 Reduced 3.69%
10,298 $0
Q2 2024

Jul 24, 2024

SELL
N/A
-234 Reduced 2.14%
10,693 $0
Q1 2024

May 10, 2024

BUY
N/A
246 Added 2.3%
10,927 $0
Q4 2023

Feb 02, 2024

BUY
N/A
511 Added 5.02%
10,681 $0
Q3 2023

Nov 08, 2023

SELL
N/A
-9 Reduced 0.09%
10,170 $0
Q2 2023

Jul 14, 2023

SELL
N/A
-372 Reduced 3.53%
10,179 $0
Q1 2023

Apr 19, 2023

SELL
N/A
-4,091 Reduced 27.94%
10,551 $0
Q4 2022

Feb 14, 2023

SELL
N/A
-11,916 Reduced 44.87%
14,642 $0
Q3 2022

Nov 08, 2022

BUY
N/A
26,558 New
26,558 $781,000
Track This Portfolio

Track Herold Advisors, Inc. Portfolio

Follow Herold Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Herold Advisors, Inc. with notifications on news.