EWP
Elevation Wealth Partners’s Hercules Capital HTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.5K | Buy |
1,778
+39
| +2% | +$713 | 0.01% | 277 |
|
|
2025
Q1 | $33.4K | Buy |
1,739
+36
| +2% | +$691 | 0.01% | 271 |
|
|
2024
Q4 | $34.2K | Sell |
1,703
-64
| -4% | -$1.29K | 0.01% | 268 |
|
|
2024
Q3 | $34.7K | Buy |
1,767
+38
| +2% | +$746 | 0.01% | 257 |
|
|
2024
Q2 | $35.4K | Sell |
1,729
-191
| -10% | -$3.91K | 0.02% | 245 |
|
|
2024
Q1 | $35.4K | Buy |
1,920
+88
| +5% | +$1.62K | 0.02% | 253 |
|
|
2023
Q4 | $30.1K | Hold |
1,832
| – | – | 0.02% | 244 |
|
|
2023
Q3 | $30.1K | Buy |
1,832
+43
| +2% | +$706 | 0.03% | 181 |
|
|
2023
Q2 | $26.5K | Buy |
1,789
+49
| +3% | +$725 | 0.02% | 197 |
|
|
2023
Q1 | $22.4K | Buy |
+1,740
| New | +$22.4K | 0.02% | 211 |
|