D.A. Davidson & Co’s Hamilton Lane HLNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,230
| Closed | -$232K | – | 1124 |
|
|
2018
Q3 | $232K | Buy |
5,230
+795
| +18% | +$35.3K | ﹤0.01% | 1018 |
|
|
2018
Q2 | $213K | Buy |
+4,435
| New | +$213K | ﹤0.01% | 1018 |
|
|
2017
Q2 | – | Sell |
-519
| Closed | -$9K | – | 2390 |
|
|
2017
Q1 | $9K | Buy |
+519
| New | +$9K | ﹤0.01% | 2056 |
|