FDx Advisors’s Hamilton Lane HLNE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-12,939
Closed -$1.04M 693
2023
Q2
$1.04M Buy
12,939
+6,391
+98% +$511K 0.06% 296
2023
Q1
$418K Hold
6,548
0.02% 455
2022
Q4
$418K Buy
6,548
+2,361
+56% +$151K 0.02% 455
2022
Q3
$250K Sell
4,187
-405
-9% -$24.2K 0.01% 612
2022
Q2
$308K Buy
4,592
+1,372
+43% +$92K 0.01% 624
2022
Q1
$249K Buy
+3,220
New +$249K 0.01% 728