Naviter Wealth’s Hercules Capital HTGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Buy |
203,691
+19,237
| +10% | +$352K | 0.46% | 48 |
|
|
2025
Q1 | $3.55M | Buy |
184,454
+26,367
| +17% | +$508K | 0.43% | 56 |
|
|
2024
Q4 | $3.18M | Buy |
158,087
+20,156
| +15% | +$405K | 0.38% | 64 |
|
|
2024
Q3 | $2.71M | Buy |
137,931
+10,382
| +8% | +$204K | 0.38% | 65 |
|
|
2024
Q2 | $2.61M | Buy |
127,549
+35,365
| +38% | +$723K | 0.39% | 70 |
|
|
2024
Q1 | $1.7M | Buy |
+92,184
| New | +$1.7M | 0.28% | 104 |
|