Lake Point Wealth Management’s Hercules Capital HTGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $24K | Hold |
1,750
| – | – | 0.01% | 105 |
|
|
2022
Q1 | $32K | Hold |
1,750
| – | – | 0.01% | 85 |
|
|
2021
Q4 | $29K | Hold |
1,750
| – | – | 0.01% | 96 |
|
|
2021
Q3 | $29K | Hold |
1,750
| – | – | 0.01% | 87 |
|
|
2021
Q2 | $30K | Buy |
+1,750
| New | +$30K | 0.01% | 94 |
|
|
2020
Q1 | $14K | Buy |
1,850
+100
| +6% | +$757 | 0.01% | 92 |
|
|
2019
Q4 | $25K | Buy |
+1,750
| New | +$25K | 0.01% | 184 |
|
|
2019
Q2 | $22K | Hold |
1,750
| – | – | 0.01% | 232 |
|
|
2019
Q1 | $22K | Buy |
+1,750
| New | +$22K | 0.01% | 232 |
|