WAP
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Wealthcare Advisory Partners’s Hercules Capital HTGC Stock Holding History

Wealthcare Advisory Partners’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
2024
Q4 		– Sell
-10,914
Closed -$214K – 909
2024
Q3 		$214K Buy
+10,914
New +$215K 0.01% 810
2020
Q2 		– Sell
-99
Closed -$1K – 796
2020
Q1 		$1K Hold
99
– – ﹤0.01% 1400
2019
Q4 		$1K Hold
99
– – ﹤0.01% 1325
2019
Q3 		$1K Sell
99
-510
-84% -$6.66K ﹤0.01% 1289
2019
Q2 		$8K Buy
609
+384
+171% +$4.98K ﹤0.01% 955
2019
Q1 		$3K Buy
225
+3
+1% +$38 ﹤0.01% 1049
2018
Q4 		$2K Buy
222
+3
+1% +$37 ﹤0.01% 1080
2018
Q3 		$3K Buy
219
+2
+0.9% +$27 ﹤0.01% 1076
2018
Q2 		$3K Buy
+217
New +$2.68K ﹤0.01% 1072

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