JP Morgan Private Wealth Advisors’s Hercules Capital HTGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $305K | Sell |
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|
2023
Q1 | $298K | Sell |
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|
2022
Q4 | $313K | Buy |
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|
2022
Q3 | $268K | Buy |
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|
2022
Q2 | $286K | Sell |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $904K | Buy |
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|
2021
Q3 | $814K | Buy |
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|
2021
Q2 | $801K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $623K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $157K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $142K | Buy |
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