JNBA Financial Advisors’s Hercules Capital HTGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.02K | Hold |
329
| – | – | ﹤0.01% | 524 |
|
|
2025
Q1 | $6.32K | Hold |
329
| – | – | ﹤0.01% | 513 |
|
|
2024
Q4 | $6.61K | Hold |
329
| – | – | ﹤0.01% | 504 |
|
|
2024
Q3 | $6.46K | Buy |
+329
| New | +$6.46K | ﹤0.01% | 520 |
|
|
2016
Q2 | – | Sell |
-3,600
| Closed | -$43K | – | 529 |
|
|
2016
Q1 | $43K | Buy |
+3,600
| New | +$43K | 0.02% | 213 |
|