EverSource Wealth Advisors’s Hercules Capital HTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.88K | Buy |
322
+1
| +0.3% | +$18 | ﹤0.01% | 3080 |
|
|
2025
Q1 | $6.17K | Hold |
321
| – | – | ﹤0.01% | 2393 |
|
|
2024
Q4 | $6.45K | Hold |
321
| – | – | ﹤0.01% | 2231 |
|
|
2024
Q3 | $6.3K | Hold |
321
| – | – | ﹤0.01% | 2120 |
|
|
2024
Q2 | $6.92K | Hold |
321
| – | – | ﹤0.01% | 2067 |
|
|
2024
Q1 | $6.14K | Sell |
321
-466
| -59% | -$8.91K | ﹤0.01% | 1945 |
|
|
2023
Q4 | $13.1K | Hold |
787
| – | – | ﹤0.01% | 1437 |
|
|
2023
Q3 | $12.9K | Hold |
787
| – | – | ﹤0.01% | 1320 |
|
|
2023
Q2 | $11.6K | Hold |
787
| – | – | ﹤0.01% | 1381 |
|
|
2023
Q1 | $10.1K | Sell |
787
-1,465
| -65% | -$18.9K | ﹤0.01% | 1347 |
|
|
2022
Q4 | $29.8K | Buy |
+2,252
| New | +$29.8K | ﹤0.01% | 948 |
|