WOSD
WFA of San Diego’s Hercules Capital HTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.8K | Buy |
+3,000
| New | +$54.8K | 0.04% | 192 |
|
|
2023
Q1 | – | Sell |
-2,200
| Closed | -$29.1K | – | 210 |
|
|
2022
Q4 | $29.1K | Buy |
+2,200
| New | +$29.1K | 0.02% | 253 |
|
|
2022
Q3 | – | Sell |
-131
| Closed | -$2K | – | 204 |
|
|
2022
Q2 | $2K | Buy |
+131
| New | +$2K | ﹤0.01% | 352 |
|