TWA
TCI Wealth Advisors’s Hercules Capital HTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-440
| Closed | -$5.68K | – | 1104 |
|
|
2023
Q1 | $5.68K | Buy |
440
+7
| +2% | +$90 | ﹤0.01% | 1441 |
|
|
2022
Q4 | $5.72K | Buy |
433
+287
| +197% | +$3.79K | ﹤0.01% | 1433 |
|
|
2022
Q3 | $2K | Buy |
+146
| New | +$2K | ﹤0.01% | 1937 |
|
|
2014
Q1 | – | Sell |
-4,400
| Closed | -$72K | – | 898 |
|
|
2013
Q4 | $72K | Buy |
+4,400
| New | +$72K | 0.05% | 204 |
|