Gupta Wealth Management’s Hercules Capital HTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $214K | Hold |
17,821
| – | – | 0.05% | 236 |
|
|
2015
Q4 | $217K | Hold |
17,821
| – | – | 0.06% | 239 |
|
|
2015
Q3 | $180K | Hold |
17,821
| – | – | 0.04% | 264 |
|
|
2015
Q2 | $206K | Hold |
17,821
| – | – | 0.05% | 251 |
|
|
2015
Q1 | $240K | Buy |
+17,821
| New | +$240K | 0.07% | 200 |
|