BDO Wealth Advisors’s Hercules Capital HTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $46K | Buy |
3,110
+93
| +3% | +$1.38K | 0.01% | 444 |
|
|
2023
Q1 | $38.9K | Buy |
3,017
+666
| +28% | +$8.58K | ﹤0.01% | 466 |
|
|
2022
Q4 | $31.1K | Buy |
2,351
+71
| +3% | +$939 | ﹤0.01% | 491 |
|
|
2022
Q3 | $26K | Buy |
2,280
+63
| +3% | +$718 | ﹤0.01% | 519 |
|
|
2022
Q2 | $30K | Buy |
2,217
+960
| +76% | +$13K | ﹤0.01% | 494 |
|
|
2022
Q1 | $23K | Buy |
1,257
+35
| +3% | +$640 | ﹤0.01% | 578 |
|
|
2021
Q4 | $20K | Buy |
1,222
+27
| +2% | +$442 | ﹤0.01% | 623 |
|
|
2021
Q3 | $20K | Buy |
1,195
+27
| +2% | +$452 | ﹤0.01% | 611 |
|
|
2021
Q2 | $20K | Buy |
1,168
+26
| +2% | +$445 | ﹤0.01% | 625 |
|
|
2021
Q1 | $18K | Buy |
1,142
+25
| +2% | +$394 | ﹤0.01% | 631 |
|
|
2020
Q4 | $16K | Buy |
1,117
+30
| +3% | +$430 | ﹤0.01% | 489 |
|
|
2020
Q3 | $13K | Buy |
1,087
+29
| +3% | +$347 | ﹤0.01% | 469 |
|
|
2020
Q2 | $11K | Buy |
1,058
+30
| +3% | +$312 | ﹤0.01% | 489 |
|
|
2020
Q1 | $8K | Buy |
+1,028
| New | +$8K | ﹤0.01% | 560 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$3K | – | 488 |
|
|
2017
Q2 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 471 |
|