Carson Wealth (CWM LLC)’s Hamilton Lane HLNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36K | Sell |
250
-361
| -59% | -$52K | ﹤0.01% | 3505 |
|
|
2025
Q1 | $91K | Buy |
611
+94
| +18% | +$14K | ﹤0.01% | 2496 |
|
|
2024
Q4 | $77K | Buy |
517
+12
| +2% | +$1.79K | ﹤0.01% | 2464 |
|
|
2024
Q3 | $85K | Buy |
505
+100
| +25% | +$16.8K | ﹤0.01% | 2300 |
|
|
2024
Q2 | $50K | Buy |
405
+12
| +3% | +$1.48K | ﹤0.01% | 2474 |
|
|
2024
Q1 | $44K | Buy |
393
+9
| +2% | +$1.01K | ﹤0.01% | 2375 |
|
|
2023
Q4 | $44K | Buy |
384
+9
| +2% | +$1.03K | ﹤0.01% | 2244 |
|
|
2023
Q3 | $34K | Sell |
375
-50
| -12% | -$4.53K | ﹤0.01% | 2322 |
|
|
2023
Q2 | $34K | Buy |
425
+1
| +0.2% | +$80 | ﹤0.01% | 2270 |
|
|
2023
Q1 | $31K | Sell |
424
-159
| -27% | -$11.6K | ﹤0.01% | 2203 |
|
|
2022
Q4 | $37K | Buy |
583
+362
| +164% | +$23K | ﹤0.01% | 1932 |
|
|
2022
Q3 | $13K | Hold |
221
| – | – | ﹤0.01% | 2513 |
|
|
2022
Q2 | $15K | Buy |
221
+178
| +414% | +$12.1K | ﹤0.01% | 2309 |
|
|
2022
Q1 | $3K | Buy |
43
+31
| +258% | +$2.16K | ﹤0.01% | 3023 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 3292 |
|