Coppell Advisory Solutions’s Hercules Capital HTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-222
| Closed | -$4.44K | – | 1008 |
|
|
2024
Q4 | $4.44K | Buy |
222
+210
| +1,750% | +$4.2K | ﹤0.01% | 1354 |
|
|
2024
Q3 | $237 | Hold |
12
| – | – | ﹤0.01% | 1715 |
|
|
2024
Q2 | $245 | Buy |
+12
| New | +$245 | ﹤0.01% | 1642 |
|
|
2023
Q4 | $200 | Sell |
12
-3,147
| -100% | -$52.5K | ﹤0.01% | 1596 |
|
|
2023
Q3 | $41.8K | Buy |
3,159
+3,147
| +26,225% | +$41.6K | 0.01% | 379 |
|
|
2023
Q2 | $178 | Buy |
+12
| New | +$178 | ﹤0.01% | 1334 |
|
|
2023
Q1 | – | Sell |
-3,159
| Closed | -$41.8K | – | 601 |
|
|
2022
Q4 | $41.8K | Buy |
+3,159
| New | +$41.8K | 0.01% | 381 |
|