LWA
HTGC icon

Lineweaver Wealth Advisors’s Hercules Capital HTGC Stock Holding History

Lineweaver Wealth Advisors’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
2023
Q4 		– Sell
-12,740
Closed -$209K – 136
2023
Q3 		$209K Buy
12,740
+170
+1% +$2.78K 0.06% 126
2023
Q2 		$186K Buy
12,570
+195
+2% +$2.67K 0.05% 118
2023
Q1 		$160K Buy
+12,375
New +$173K 0.05% 124
2022
Q2 		– Sell
-11,836
Closed -$213K – 141
2022
Q1 		$213K Buy
11,836
+1,794
+18% +$31.5K 0.06% 134
2021
Q4 		$166K Buy
+10,042
New +$170K 0.05% 130

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