Number of Shares
11,323
Previous 11,316 0.06%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
N/A
7 Added 0.06%
11,323 $0
Q2 2024

Jul 24, 2024

SELL
N/A
-2,146 Reduced 15.94%
11,316 $0
Q1 2024

May 10, 2024

SELL
N/A
-634 Reduced 4.5%
13,462 $0
Q4 2023

Feb 02, 2024

SELL
N/A
-1,070 Reduced 7.06%
14,096 $0
Q3 2023

Nov 08, 2023

BUY
N/A
86 Added 0.57%
15,166 $0
Q2 2023

Jul 14, 2023

BUY
N/A
1,454 Added 10.67%
15,080 $0
Q1 2023

Apr 19, 2023

BUY
N/A
5 Added 0.04%
13,626 $0
Q4 2022

Feb 14, 2023

BUY
N/A
5 Added 0.04%
13,621 $0
Q3 2022

Nov 08, 2022

BUY
N/A
3 Added 0.02%
13,616 $557,000
Q2 2022

Jul 15, 2022

BUY
N/A
4,536 Added 49.97%
13,613 $576,000
Q1 2022

May 09, 2022

SELL
N/A
-107 Reduced 1.17%
9,077 $0
Q4 2021

Jan 20, 2022

SELL
N/A
-199 Reduced 2.12%
9,184 $627,000
Q3 2021

Nov 03, 2021

BUY
N/A
9,383 New
9,383 $562,000
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.