GSWM
Golden State Wealth Management’s Hercules Capital HTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
75,538
-27,948
| -27% | -$511K | 0.17% | 109 |
|
|
2025
Q1 | $1.99M | Sell |
103,486
-12,172
| -11% | -$234K | 0.3% | 69 |
|
|
2024
Q4 | $2.32M | Buy |
+115,658
| New | +$2.32M | 0.35% | 62 |
|
|
2022
Q1 | $963K | Buy |
53,282
+4,492
| +9% | +$81.2K | 0.19% | 108 |
|
|
2021
Q4 | $809K | Buy |
48,790
+19,704
| +68% | +$327K | 0.14% | 154 |
|
|
2021
Q3 | $483K | Buy |
+29,086
| New | +$483K | 0.11% | 168 |
|