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  Name: Herold Advisors Inc.
  City: New York
  State: NY
  Zip: 10022
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $413,413,000
  Total Value Change : $51,942,000
  Securities Held Change : 21
   
All Securities Held : 265
  New Positions : 30
  Closed Positions : 12
  Increased Positions : 100
  Unchanged Positions : 39
  Decreased Positions : 96

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Holdings Found : 12     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (ATR)1 Year Chart         ATR AptarGroup Inc 270 Closed $148.49 $0 0 0% -433,000 -3,500 0    Rubber & Plastics
   (LOW)1 Year Chart         LOW Lowes Companies Inc 276 Closed $235.03 $0 0 0% -838,000 -3,764 0    Home Improvement Stores
   (BEPC)1 Year Chart         BEPC Brookfield Renewable Corp 269 Closed $31.39 $0 0 0% -349,000 -12,111 0    N/A
   (HPE)1 Year Chart         HPE Hewlett Packard Enterprise Co 275 Closed $17.06 $0 0 0% -202,000 -11,904 0    N/A
   (BEP)1 Year Chart         BEP Brookfield Renewable Power 268 Closed $27.93 $0 0 0% -1,237,000 -47,088 0    N/A
   (PSA)1 Year Chart         PSA Public Storage Inc 274 Closed $275.94 $0 0 0% -215,000 -705 0    REIT - Industrial
   (DG)1 Year Chart         DG Dollar General Corp 267 Closed $140.95 $0 0 0% -263,000 -1,932 0    Discount, Variety Stores
   (SBUX)1 Year Chart         SBUX Starbucks Corp 273 Closed $76.11 $0 0 0% -247,000 -2,572 0    Specialty Eateries
   (TRV)1 Year Chart         TRV Travelers Companies Inc 266 Closed $218.50 $0 0 0% -229,000 -1,200 0    Property & Casualty I...
   (EFV)1 Year Chart         EFV iShares MSCI EAFE Value Ind... 272 Closed $0.00 $0 0 0% -281,000 -5,387 0    Closed - End Fund - E...
   (AIRR)1 Year Chart         AIRR First Trust Rba American In... 271 Closed $70.22 $0 0 0% -273,000 -4,723 0    N/A
   (FANG)1 Year Chart         FANG Diamondback Energy, Inc. 277 Closed $202.19 $0 0 0% -1,000,000 -6,451 0    Independent Oil & Gas
      12 Records Found
  1    
Page 1 of 1
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