Valeo Financial Advisors’s Hercules Capital HTGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-223
| Closed | -$2K | – | 1762 |
|
|
2020
Q2 | $2K | Buy |
223
+6
| +3% | +$54 | ﹤0.01% | 1677 |
|
|
2020
Q1 | $2K | Sell |
217
-2,993
| -93% | -$27.6K | ﹤0.01% | 1479 |
|
|
2019
Q4 | $45K | Buy |
3,210
+3,005
| +1,466% | +$42.1K | ﹤0.01% | 682 |
|
|
2019
Q3 | $3K | Buy |
+205
| New | +$3K | ﹤0.01% | 1305 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1430 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1195 |
|