Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $189K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $36.2K | Buy |
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|
2024
Q3 | $12.8K | Hold |
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|
2024
Q2 | $13.3K | Hold |
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|
2024
Q1 | $12K | Hold |
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|
2023
Q4 | $10.8K | Hold |
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|
2023
Q3 | $10.7K | Hold |
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|
2023
Q2 | $9.62K | Hold |
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|
2023
Q1 | $8.38K | Hold |
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|
2022
Q4 | $8.59K | Hold |
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|
2022
Q3 | $7K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $18K | Hold |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $12K | Hold |
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|
2020
Q2 | $11K | Hold |
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|
2020
Q1 | $8K | Hold |
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|
2019
Q4 | $14K | Buy |
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