LWA
Lineweaver Wealth Advisors’s Hercules Capital HTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,740
| Closed | -$209K | – | 134 |
|
|
2023
Q3 | $209K | Buy |
12,740
+170
| +1% | +$2.79K | 0.06% | 126 |
|
|
2023
Q2 | $186K | Buy |
12,570
+195
| +2% | +$2.89K | 0.05% | 118 |
|
|
2023
Q1 | $160K | Buy |
+12,375
| New | +$160K | 0.05% | 122 |
|
|
2022
Q2 | – | Sell |
-11,836
| Closed | -$213K | – | 141 |
|
|
2022
Q1 | $213K | Buy |
11,836
+1,794
| +18% | +$32.3K | 0.06% | 134 |
|
|
2021
Q4 | $166K | Buy |
+10,042
| New | +$166K | 0.05% | 130 |
|