CBIZ Investment Advisory Services’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 | $31.3K | Sell |
219
-68
| -24% | -$9.71K | ﹤0.01% | 180 |
|
|
2025
Q1 | $42.8K | Hold |
287
| – | – | ﹤0.01% | 130 |
|
|
2024
Q4 | $42.7K | Buy |
287
+61
| +27% | +$9.07K | ﹤0.01% | 120 |
|
|
2024
Q3 | $38.3K | Buy |
226
+14
| +7% | +$2.37K | ﹤0.01% | 127 |
|
|
2024
Q2 | $26.4K | Sell |
212
-2
| -0.9% | -$249 | ﹤0.01% | 136 |
|
|
2024
Q1 | $24.2K | Buy |
+214
| New | +$24.2K | ﹤0.01% | 146 |
|