WFG Advisors’s Hercules Capital HTGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $122K | Sell |
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|
2017
Q1 | $470K | Buy |
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|
2016
Q4 | $430K | Buy |
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|
2016
Q3 | $135K | Sell |
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|
2016
Q2 | $139K | Buy |
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|
2016
Q1 | $110K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $4K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $13K | Sell |
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|
2014
Q4 | $22K | Buy |
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|
2014
Q3 | $10K | Sell |
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|
2014
Q2 | $78K | Sell |
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|
2014
Q1 | $70K | Sell |
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|
2013
Q4 | $281K | Buy |
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|
2013
Q3 | $5K | Hold |
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|
2013
Q2 | $5K | Buy |
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