Hamilton Lane Advisors’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-273,959
| Closed | -$408K | – | 20 |
|
|
2024
Q2 | $408K | Hold |
273,959
| – | – | 0.33% | 17 |
|
|
2024
Q1 | $504K | Hold |
273,959
| – | – | 0.34% | 15 |
|
|
2023
Q4 | $677K | Hold |
273,959
| – | – | 0.28% | 20 |
|
|
2023
Q3 | $890K | Hold |
273,959
| – | – | 0.5% | 24 |
|
|
2023
Q2 | $2.19M | Hold |
273,959
| – | – | 0.96% | 23 |
|
|
2023
Q1 | $2.23M | Hold |
273,959
| – | – | 0.75% | 20 |
|
|
2022
Q4 | $2.42M | Hold |
273,959
| – | – | 0.87% | 20 |
|
|
2022
Q3 | $4.08M | Buy |
+273,959
| New | +$4.08M | 1.49% | 11 |
|