Herold Advisors, Inc. Closed Holding Positions

Herold Advisors, Inc.

  • $449 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CARR
Carrier Global Corp

Industrials
Q2 2022 Filed on Jul 15, 2022
1,967
$34.41 - $46.04 $67.7K - $90.6K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
Q2 2022 Filed on Jul 15, 2022
100
$27.56 - $34.6 $2.76K - $3.46K
CVM
Cel Sci Corp

Healthcare
Q2 2022 Filed on Jul 15, 2022
1,500
$2.58 - $4.99 $3.87K - $7.49K
CC
Chemours CO

Basic Materials
Q2 2022 Filed on Jul 15, 2022
120
$29.39 - $44.79 $3.53K - $5.37K
CNK
Cinemark Holdings, Inc.

Communication Services
Q2 2022 Filed on Jul 15, 2022
2,000
$13.85 - $17.41 $27.7K - $34.8K
CFG
Citizens Financial Group Inc

Financial Services
Q2 2022 Filed on Jul 15, 2022
2,400
$35.04 - $44.32 $84.1K - $106K
CEM
Clear Bridge Mlp & Midstream Fund Inc.

Financial Services
Q2 2022 Filed on Jul 15, 2022
50
$27.34 - $37.86 $1.37K - $1.89K
FYLD
Cambria Foreign Shareholder Yi

ETFs
Q2 2022 Filed on Jul 15, 2022
310
$23.19 - $27.71 $7.19K - $8.59K
BWXT
Bwx Technologies, Inc.

Industrials
Q2 2022 Filed on Jul 15, 2022
885
$46.44 - $56.66 $41.1K - $50.1K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
Q2 2022 Filed on Jul 15, 2022
500
$16.45 - $21.15 $8.23K - $10.6K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
200
$26.4 - $56.83 $5.28K - $11.4K
BHC
Bausch Health Companies Inc.

Healthcare
Q2 2022 Filed on Jul 15, 2022
300
$7.06 - $23.63 $2.12K - $7.09K
BAX
Baxter International Inc

Healthcare
Q2 2022 Filed on Jul 15, 2022
600
$63.83 - $80.0 $38.3K - $48K
BCE
Bce Inc

Communication Services
Q2 2022 Filed on Jul 15, 2022
1,475
$47.52 - $59.02 $70.1K - $87.1K
BB
Blackberry LTD

Technology
Q2 2022 Filed on Jul 15, 2022
2,500
$4.89 - $7.11 $12.2K - $17.8K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,300
$8.76 - $9.96 $11.4K - $12.9K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
Q2 2022 Filed on Jul 15, 2022
9,250
$7.07 - $8.19 $65.4K - $75.8K
BNY
Blackrock New York Municipal Income Trust

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,540
$10.41 - $12.25 $16K - $18.9K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
Q2 2022 Filed on Jul 15, 2022
3,283
$8.75 - $11.53 $28.7K - $37.9K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,000
$17.59 - $21.91 $17.6K - $21.9K
BKIE
Bny Mellon ETF Tr Internationa

ETFs
Q2 2022 Filed on Jul 15, 2022
115
$59.47 - $70.69 $6.84K - $8.13K
DMF
Bny Mellon Municipal Income, Inc.

Financial Services
Q2 2022 Filed on Jul 15, 2022
8,340
$6.54 - $7.49 $54.5K - $62.5K
CLIR
Clear Sign Technologies Corp

Industrials
Q2 2022 Filed on Jul 15, 2022
1,000
$1.05 - $1.74 $1.05K - $1.74K
GUT
Gabelli Utility Trust

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,000
$6.41 - $7.35 $6.41K - $7.35K
IDA
Idacorp Inc

Utilities
Q2 2022 Filed on Jul 15, 2022
1,000
$97.91 - $118.47 $97.9K - $118K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
Q2 2022 Filed on Jul 15, 2022
2,000
$6.38 - $18.33 $12.8K - $36.7K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q2 2022 Filed on Jul 15, 2022
165
$81.97 - $83.48 $13.5K - $13.8K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q2 2022 Filed on Jul 15, 2022
174
$116.23 - $121.42 $20.2K - $21.1K
IEF
Ishares Barclays

ETFs
Q2 2022 Filed on Jul 15, 2022
125
$98.15 - $106.65 $12.3K - $13.3K
IBB
Ishares Biotechnology ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
725
$105.82 - $134.76 $76.7K - $97.7K
FXI
Ishares Tr

ETFs
Q2 2022 Filed on Jul 15, 2022
400
$28.01 - $34.33 $11.2K - $13.7K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q2 2022 Filed on Jul 15, 2022
507
$46.78 - $48.31 $23.7K - $24.5K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q2 2022 Filed on Jul 15, 2022
500
$45.73 - $49.5 $22.9K - $24.8K
LRGF
Ishares Tr

ETFs
Q2 2022 Filed on Jul 15, 2022
300
$36.62 - $44.84 $11K - $13.5K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
Q2 2022 Filed on Jul 15, 2022
800
$23.73 - $24.6 $19K - $19.7K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q2 2022 Filed on Jul 15, 2022
1,546
$81.27 - $102.58 $126K - $159K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
Q2 2022 Filed on Jul 15, 2022
900
$22.68 - $25.19 $20.4K - $22.7K
NVTA
Invitae Corp

Healthcare
Q2 2022 Filed on Jul 15, 2022
2,000
$2.13 - $9.01 $4.26K - $18K
VTN
Invesco Trust For Investment Grade New York Municipals

Financial Services
Q2 2022 Filed on Jul 15, 2022
5,318
$10.12 - $11.61 $53.8K - $61.7K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
Q2 2022 Filed on Jul 15, 2022
2,285
$9.99 - $11.83 $22.8K - $27K
IRT
Independence Realty Trust, Inc.

Real Estate
Q2 2022 Filed on Jul 15, 2022
2,082
$20.5 - $28.15 $42.7K - $58.6K
MNA
Iq Merger Arbitrage ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
200
$30.16 - $32.18 $6.03K - $6.44K
NTLA
Intellia Therapeutics, Inc.

Healthcare
Q2 2022 Filed on Jul 15, 2022
850
$38.49 - $76.21 $32.7K - $64.8K
IP
International Paper CO

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
400
$41.12 - $49.69 $16.4K - $19.9K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q2 2022 Filed on Jul 15, 2022
601
$108.31 - $134.52 $65.1K - $80.8K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 15, 2022
200
$22.28 - $29.57 $4.46K - $5.91K
RWL
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 15, 2022
250
$68.34 - $82.04 $17.1K - $20.5K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
Q2 2022 Filed on Jul 15, 2022
1,400
$15.38 - $19.65 $21.5K - $27.5K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
1,328
$11.99 - $13.5 $15.9K - $17.9K
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