SteelPeak 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 | $699K | Buy |
38,264
+5,104
| +15% | +$93.3K | 0.03% | 308 |
|
|
2025
Q1 | $637K | Buy |
33,160
+2,853
| +9% | +$54.8K | 0.03% | 303 |
|
|
2024
Q4 | $609K | Buy |
30,307
+804
| +3% | +$16.2K | 0.02% | 302 |
|
|
2024
Q3 | $579K | Buy |
29,503
+1,119
| +4% | +$22K | 0.03% | 283 |
|
|
2024
Q2 | $580K | Buy |
28,384
+15,709
| +124% | +$321K | 0.03% | 275 |
|
|
2024
Q1 | $234K | Buy |
+12,675
| New | +$234K | 0.01% | 380 |
|