Palumbo 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
2024
Q1
Sell
-36,000
Closed -$600K 142
2023
Q4
$600K Hold
36,000
0.31% 63
2023
Q3
$591K Buy
+36,000
New +$591K 0.33% 58