PIWA
Prevail Innovative Wealth Advisors’s Hercules Capital HTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
+88,148
| New | +$1.61M | 0.36% | 99 |
|
|
2025
Q1 | – | Sell |
-60,513
| Closed | -$1.22M | – | 187 |
|
|
2024
Q4 | $1.22M | Sell |
60,513
-94,699
| -61% | -$1.9M | 0.35% | 84 |
|
|
2024
Q3 | $3.05M | Buy |
+155,212
| New | +$3.05M | 0.93% | 37 |
|
|
2024
Q1 | – | Sell |
-40,592
| Closed | -$677K | – | 170 |
|
|
2023
Q4 | $677K | Buy |
+40,592
| New | +$677K | 0.32% | 85 |
|
|
2023
Q3 | – | Sell |
-26,877
| Closed | -$398K | – | 134 |
|
|
2023
Q2 | $398K | Buy |
+26,877
| New | +$398K | 0.22% | 74 |
|