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Sheaff Brock Investment Advisors’s Hercules Capital HTGC Stock Holding History

Sheaff Brock Investment 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
Q1 		– Sell
-10,216
Closed -$135K – 533
2022
Q4 		$135K Buy
+10,216
New +$139K 0.02% 448
2022
Q2 		– Sell
-12,086
Closed -$218K – 524
2022
Q1 		$218K Buy
12,086
+749
+7% +$13.2K 0.02% 451
2021
Q4 		$189K Buy
11,337
+300
+3% +$5.09K 0.02% 496
2021
Q3 		$184K Buy
11,037
+838
+8% +$14.2K 0.02% 508
2021
Q2 		$174K Sell
10,199
-500
-5% -$8.55K 0.02% 485
2021
Q1 		$172K Buy
+10,699
New +$166K 0.02% 456
2020
Q1 		– Sell
-12,850
Closed -$180K – 448
2019
Q4 		$180K Buy
+12,850
New +$179K 0.02% 427

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