Elevation Wealth 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 | $58.8K | Buy |
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|
2025
Q2 | $32.5K | Buy |
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|
2025
Q1 | $33.4K | Buy |
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|
2024
Q4 | $34.2K | Sell |
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|
2024
Q3 | $34.7K | Buy |
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|
2024
Q2 | $35.4K | Sell |
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|
2024
Q1 | $35.4K | Buy |
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|
2023
Q4 | $30.1K | Hold |
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|
2023
Q3 | $30.1K | Buy |
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|
2023
Q2 | $26.5K | Buy |
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|
2023
Q1 | $22.4K | Buy |
|