AllSquare Wealth Management’s Hercules Capital HTGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.4K | Buy |
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|
2025
Q1 | $19.2K | Hold |
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|
2024
Q4 | $20.1K | Hold |
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|
2024
Q3 | $19.6K | Hold |
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|
2024
Q2 | $20.4K | Hold |
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|
2024
Q1 | $18.4K | Hold |
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|
2023
Q4 | $16.7K | Hold |
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|
2023
Q3 | $16.4K | Hold |
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|
2023
Q2 | $14.8K | Hold |
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|
2023
Q1 | $12.9K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $7K | Hold |
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|
2015
Q3 | $6K | Hold |
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|
2015
Q2 | $7K | Hold |
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|
2015
Q1 | $8K | Hold |
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|
2014
Q4 | $9K | Buy |
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