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Herzfeld Balanced Composite

Portfolio

Holdings
SymbolName CountrySectorIndustryMost recent quarter% of Total Shares% of Total AssetsSharesBook ValueMarket Price ValueFundamental Score 
NXDT.NYSENexPoint Strategic Opportunities FundUSAReal EstateREIT - Diversified2024-09-302.6856.7181m$21.4m$6.1m
  
  
SAR.NYSESaratoga Investment CorpUSAFinancial ServicesAsset Management2024-08-310.0592.9867k$190.2k$181.2k
  
  
SSSS.NASDAQSuRo Capital CorpUSAFinancial ServicesAsset Management2024-09-300.2433.33856.8k$382.5k$301k
  
  

Trades

Buys
Report date: 2023-09-30
TradeCurrent
SymbolShares%Total$ RangePrice%
SSSS.NASDAQ21.4k-79.4k3-4$5.3071.0%
Report date: 2022-06-30
TradeCurrent
SymbolShares%Total$ RangePrice%
SSSS.NASDAQ15.7k-122.4k6-9$5.30-15.2%
Adds
Report date: 2023-12-31
TradeCurrent
SymbolShares%Total$ RangePrice%
NXDT.NYSE1m1,804.98.2m7-9$5.79-20.0%
SSSS.NASDAQ753.7k3,510.53m3-4$5.3055.4%
Report date: 2022-06-30
TradeCurrent
SymbolShares%Total$ RangePrice%
SAR.NYSE2.4k52.262.8k22-28$25.6914.9%
Reduces
Report date: 2024-06-30
TradeCurrent
SymbolShares%Total$ RangePrice%
SSSS.NASDAQ-718.3k-92.7-2.8m4-5$5.3043.2%
Report date: 2022-09-30
TradeCurrent
SymbolShares%Total$ RangePrice%
SSSS.NASDAQ-4.2k-27.0-26k4-7$5.3037.0%

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