Kelly Financial Services’s Hercules Capital HTGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,070
| Closed | -$42.3K | – | 371 |
|
|
2024
Q2 | $42.3K | Buy |
2,070
+148
| +8% | +$3.03K | 0.02% | 247 |
|
|
2024
Q1 | $35.5K | Buy |
1,922
+49
| +3% | +$904 | 0.01% | 262 |
|
|
2023
Q4 | $31.2K | Buy |
1,873
+56
| +3% | +$933 | 0.01% | 257 |
|
|
2023
Q3 | $29.8K | Buy |
1,817
+51
| +3% | +$838 | 0.01% | 241 |
|
|
2023
Q2 | $26.1K | Buy |
1,766
+58
| +3% | +$858 | 0.01% | 260 |
|
|
2023
Q1 | $22K | Buy |
1,708
+51
| +3% | +$657 | 0.01% | 269 |
|
|
2022
Q4 | $21.9K | Buy |
1,657
+57
| +4% | +$754 | 0.01% | 257 |
|
|
2022
Q3 | $18.5K | Buy |
1,600
+49
| +3% | +$568 | 0.01% | 265 |
|
|
2022
Q2 | $20.9K | Buy |
+1,551
| New | +$20.9K | 0.01% | 252 |
|