CWM
Cedar Wealth Management’s Hercules Capital HTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178K | Hold |
9,759
| – | – | 0.06% | 83 |
|
|
2025
Q1 | $187K | Hold |
9,759
| – | – | 0.07% | 83 |
|
|
2024
Q4 | $196K | Hold |
9,759
| – | – | 0.07% | 76 |
|
|
2024
Q3 | $192K | Hold |
9,759
| – | – | 0.06% | 106 |
|
|
2024
Q2 | $200K | Hold |
9,759
| – | – | 0.06% | 104 |
|
|
2024
Q1 | $180K | Hold |
9,759
| – | – | 0.06% | 117 |
|
|
2023
Q4 | $163K | Hold |
9,759
| – | – | 0.06% | 113 |
|
|
2023
Q3 | $160K | Hold |
9,759
| – | – | 0.06% | 113 |
|
|
2023
Q2 | $144K | Hold |
9,759
| – | – | 0.06% | 116 |
|
|
2023
Q1 | $126K | Hold |
9,759
| – | – | 0.05% | 113 |
|
|
2022
Q4 | $129K | Hold |
9,759
| – | – | 0.06% | 104 |
|
|
2022
Q3 | $113K | Sell |
9,759
-8,375
| -46% | -$97K | 0.06% | 119 |
|
|
2022
Q2 | $245K | Hold |
18,134
| – | – | 0.11% | 96 |
|
|
2022
Q1 | $328K | Hold |
18,134
| – | – | 0.13% | 93 |
|
|
2021
Q4 | $301K | Buy |
+18,134
| New | +$301K | 0.12% | 105 |
|