Cedar 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 | – | Sell |
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|
2025
Q4 | $123K | Sell |
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|
2025
Q3 | $169K | Sell |
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|
2025
Q2 | $178K | Hold |
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|
2025
Q1 | $187K | Hold |
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|
2024
Q4 | $196K | Hold |
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|
2024
Q3 | $192K | Hold |
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|
2024
Q2 | $200K | Hold |
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|
2024
Q1 | $180K | Hold |
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|
2023
Q4 | $163K | Hold |
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|
2023
Q3 | $160K | Hold |
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|
2023
Q2 | $144K | Hold |
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|
2023
Q1 | $126K | Hold |
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|
2022
Q4 | $129K | Hold |
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|
2022
Q3 | $113K | Sell |
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|
2022
Q2 | $245K | Hold |
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|
2022
Q1 | $328K | Hold |
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|
2021
Q4 | $301K | Buy |
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