Clearstead Advisors’s Hercules Capital HTGC Stock Holding History

Clearstead Advisors’s Portfolio HTGC Stock Details HTGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$317K	Buy
2024 Q4	$158K	Buy
2022 Q1	–	Sell
2021 Q4	$19K	Hold
2021 Q3	$19K	Buy