J.W. Cole Advisors’s Hercules Capital HTGC Stock Holding History

J.W. Cole Advisors’s Portfolio HTGC Stock Details HTGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.02M	Sell
2025 Q2	$1.08M	Buy
2025 Q1	$983K	Buy
2020 Q4	–	Sell
2020 Q3	$454K	Buy