WR Wealth Planners’s Hercules Capital HTGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$5K Buy
249
+6
+2% +$120 ﹤0.01% 705
2024
Q3
$4.78K Buy
243
+5
+2% +$98 ﹤0.01% 752
2024
Q2
$4.87K Buy
238
+4
+2% +$82 ﹤0.01% 721
2024
Q1
$4.31K Buy
+234
New +$4.31K ﹤0.01% 748