Cerity Partners’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
Q3 | $541K | Sell |
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|
2025
Q2 | $547K | Buy |
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|
2025
Q1 | $549K | Buy |
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|
2024
Q4 | $417K | Buy |
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|
2024
Q3 | $287K | Sell |
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|
2024
Q2 | $319K | Buy |
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|
2024
Q1 | $265K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $511K | Buy |
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|
2021
Q3 | $495K | Buy |
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|
2021
Q2 | $502K | Buy |
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|
2021
Q1 | $464K | Sell |
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|
2020
Q4 | $504K | Buy |
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|
2020
Q3 | $401K | Sell |
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|
2020
Q2 | $386K | Sell |
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|
2020
Q1 | $317K | Sell |
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|
2019
Q4 | $607K | Buy |
|