WWM
Willingdon Wealth Management’s Hercules Capital HTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-213,505
| Closed | -$2.83M | – | 302 |
|
|
2017
Q2 | $2.83M | Buy |
213,505
+1,674
| +0.8% | +$22.2K | 1.12% | 29 |
|
|
2017
Q1 | $3.21M | Buy |
211,831
+32,022
| +18% | +$484K | 1.3% | 21 |
|
|
2016
Q4 | $2.54M | Buy |
+179,809
| New | +$2.54M | 1.2% | 25 |
|