Herold Advisors, Inc. Closed Holding Positions

Herold Advisors, Inc.

  • $449 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DUK
Duke Energy Corp

Utilities
Q2 2022 Filed on Jul 15, 2022
1,478
$97.82 - $115.43 $145K - $171K
KTF
Dws Municipal Income Trust

Financial Services
Q2 2022 Filed on Jul 15, 2022
3,659
$8.81 - $10.41 $32.2K - $38.1K
KSM
Dws Strategic Municipal Income Trust

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,500
$8.73 - $10.32 $13.1K - $15.5K
DXC
Dxc Technology CO

Technology
Q2 2022 Filed on Jul 15, 2022
1,400
$27.55 - $35.69 $38.6K - $50K
EGP
Eastgroup Properties Inc

Real Estate
Q2 2022 Filed on Jul 15, 2022
910
$148.48 - $215.63 $135K - $196K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
900
$14.31 - $18.64 $12.9K - $16.8K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,250
$15.61 - $21.29 $19.5K - $26.6K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,000
$9.68 - $11.9 $9.68K - $11.9K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,081
$19.68 - $21.88 $21.3K - $23.7K
EVN
Eaton Vance Municipal Income Trust

Financial Services
Q2 2022 Filed on Jul 15, 2022
2,806
$10.43 - $11.85 $29.3K - $33.3K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,000
$14.09 - $16.79 $14.1K - $16.8K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,607
$11.04 - $14.1 $17.7K - $22.7K
Draftkings Inc Cl A
Q2 2022 Filed on Jul 15, 2022
1,200
N/A
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Jul 15, 2022
200
$56.81 - $112.28 $11.4K - $22.5K
DHC
Diversified Healthcare Trust

Real Estate
Q2 2022 Filed on Jul 15, 2022
750
$1.82 - $3.22 $1.37K - $2.42K
CODA
Coda Octopus Group, Inc.

Industrials
Q2 2022 Filed on Jul 15, 2022
358
$4.77 - $6.34 $1.71K - $2.27K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
Q2 2022 Filed on Jul 15, 2022
400
$18.9 - $23.24 $7.56K - $9.3K
COIN
Coinbase Global, Inc.

Technology
Q2 2022 Filed on Jul 15, 2022
50
$47.02 - $191.65 $2.35K - $9.58K
DIAL
Columbia ETF Tr I Diversified

ETFs
Q2 2022 Filed on Jul 15, 2022
600
$17.32 - $19.44 $10.4K - $11.7K
CMA
Comerica Inc

Financial Services
Q2 2022 Filed on Jul 15, 2022
550
$72.8 - $90.06 $40K - $49.5K
CFMS
Conformis Inc

Healthcare
Q2 2022 Filed on Jul 15, 2022
1,000
$0.28 - $0.65 $280 - $650
CRSP
Crispr Therapeutics Ag

Healthcare
Q2 2022 Filed on Jul 15, 2022
200
$43.23 - $73.83 $8.65K - $14.8K
CSX
Csx Corp

Industrials
Q2 2022 Filed on Jul 15, 2022
1,290
$28.71 - $36.3 $37K - $46.8K
CMI
Cummins Inc

Industrials
Q2 2022 Filed on Jul 15, 2022
264
$185.89 - $215.26 $49.1K - $56.8K
DHR
Danaher Corp

Healthcare
Q2 2022 Filed on Jul 15, 2022
300
$237.11 - $299.66 $71.1K - $89.9K
DNMR
Danimer Scientific, Inc.

Basic Materials
Q2 2022 Filed on Jul 15, 2022
500
$3.34 - $6.53 $1.67K - $3.27K
DAL
Delta Air Lines, Inc.

Industrials
Q2 2022 Filed on Jul 15, 2022
500
$28.97 - $44.73 $14.5K - $22.4K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
Q2 2022 Filed on Jul 15, 2022
500
$15.24 - $20.97 $7.62K - $10.5K
EBAY
Ebay Inc

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
3,200
$41.08 - $57.71 $131K - $185K
EW
Edwards Lifesciences Corp

Healthcare
Q2 2022 Filed on Jul 15, 2022
1,600
$86.5 - $128.27 $138K - $205K
FIW
First Trust Water ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
1,930
$67.71 - $85.64 $131K - $165K
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
4,300
$17.23 - $19.08 $74.1K - $82K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
Q2 2022 Filed on Jul 15, 2022
100
$46.78 - $51.27 $4.68K - $5.13K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
Q2 2022 Filed on Jul 15, 2022
450
$46.08 - $67.28 $20.7K - $30.3K
MDIV
First Trust Multi Asset Divers

ETFs
Q2 2022 Filed on Jul 15, 2022
5,250
$14.9 - $17.0 $78.2K - $89.3K
TDIV
First Trust Nasdaq Technology

ETFs
Q2 2022 Filed on Jul 15, 2022
50
$49.36 - $59.27 $2.47K - $2.96K
FCEF
First Tr Exchange Traded Fd Vi
Q2 2022 Filed on Jul 15, 2022
2,600
N/A
FISV
Fiserv Inc

Technology
Q2 2022 Filed on Jul 15, 2022
350
$88.38 - $104.74 $30.9K - $36.7K
Flaherty & Crumrine Dynamic Pfd & Income Fd Inc Shs
Q2 2022 Filed on Jul 15, 2022
1,000
N/A
GQRE
Flexshares Tr Global Quality R

ETFs
Q2 2022 Filed on Jul 15, 2022
77
$55.08 - $71.69 $4.24K - $5.52K
IQDF
Flexshares International Quali

ETFs
Q2 2022 Filed on Jul 15, 2022
720
$20.21 - $24.35 $14.6K - $17.5K
FLR
Fluor Corp

Industrials
Q2 2022 Filed on Jul 15, 2022
300
$23.25 - $30.44 $6.98K - $9.13K
FCX
Freeport Mcmoran Inc

Basic Materials
Q2 2022 Filed on Jul 15, 2022
900
$29.26 - $50.96 $26.3K - $45.9K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
Q2 2022 Filed on Jul 15, 2022
70
$76.95 - $95.23 $5.39K - $6.67K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
Q2 2022 Filed on Jul 15, 2022
300
$63.81 - $76.73 $19.1K - $23K
FIS
Fidelity National Information Services, Inc.

Technology
Q2 2022 Filed on Jul 15, 2022
230
$90.7 - $106.19 $20.9K - $24.4K
ELAN
Elanco Animal Health Inc

Healthcare
Q2 2022 Filed on Jul 15, 2022
1,000
$19.63 - $26.62 $19.6K - $26.6K
EA
Electronic Arts Inc.

Communication Services
Q2 2022 Filed on Jul 15, 2022
300
$111.6 - $141.5 $33.5K - $42.5K
EMR
Emerson Electric CO

Industrials
Q2 2022 Filed on Jul 15, 2022
680
$77.79 - $98.42 $52.9K - $66.9K
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