High Net Worth Advisory Group’s Hercules Capital HTGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,000
| Closed | -$52.9K | – | 360 |
|
|
2022
Q4 | $52.9K | Hold |
4,000
| – | – | 0.02% | 318 |
|
|
2022
Q3 | $46K | Hold |
4,000
| – | – | 0.02% | 343 |
|
|
2022
Q2 | $54K | Sell |
4,000
-700
| -15% | -$9.45K | 0.02% | 311 |
|
|
2022
Q1 | $85K | Hold |
4,700
| – | – | 0.03% | 266 |
|
|
2021
Q4 | $78K | Buy |
+4,700
| New | +$78K | 0.03% | 287 |
|