Joseph P. Lucia & Associates’s Hercules Capital HTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,171
| Closed | -$43K | – | 240 |
|
|
2022
Q2 | $43K | Hold |
3,171
| – | – | 0.03% | 190 |
|
|
2022
Q1 | $57K | Buy |
+3,171
| New | +$57K | 0.03% | 183 |
|
|
2021
Q4 | – | Sell |
-3,171
| Closed | -$53K | – | 304 |
|
|
2021
Q3 | $53K | Sell |
3,171
-7
| -0.2% | -$117 | 0.03% | 211 |
|
|
2021
Q2 | $54K | Buy |
3,178
+7
| +0.2% | +$119 | 0.03% | 215 |
|
|
2021
Q1 | $51K | Buy |
+3,171
| New | +$51K | 0.02% | 206 |
|