EWM
Evermay Wealth Management’s Hercules Capital HTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-180
| Closed | -$3.68K | – | 605 |
|
|
2024
Q2 | $3.68K | Hold |
180
| – | – | ﹤0.01% | 514 |
|
|
2024
Q1 | $3.32K | Hold |
180
| – | – | ﹤0.01% | 516 |
|
|
2023
Q4 | $3K | Hold |
180
| – | – | ﹤0.01% | 499 |
|
|
2023
Q3 | $2.96K | Buy |
+180
| New | +$2.96K | ﹤0.01% | 484 |
|