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JPLA
Joseph P. Lucia & Associates’s
Hercules Capital
HTGC
Stock Holding History
Joseph P. Lucia & Associates’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
2022
Q3
–
Sell
-3,171
Closed
-$43K
–
240
2022
Q2
$43K
Hold
3,171
–
–
0.03%
190
2022
Q1
$57K
Buy
+3,171
New
+$55.7K
0.03%
183
2021
Q4
–
Sell
-3,171
Closed
-$53K
–
304
2021
Q3
$53K
Sell
3,171
-7
-0.2%
-$119
0.03%
211
2021
Q2
$54K
Buy
3,178
+7
+0.2%
+$120
0.03%
215
2021
Q1
$51K
Buy
+3,171
New
+$49.2K
0.02%
206
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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