HLA
Hamilton Lane Advisors’s LPL Financial LPLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-42,873
| Closed | -$2.13M | – | 63 |
|
|
2014
Q2 | $2.13M | Hold |
42,873
| – | – | 0.66% | 22 |
|
|
2014
Q1 | $2.25M | Sell |
42,873
-23,933
| -36% | -$1.26M | 0.9% | 27 |
|
|
2013
Q4 | $3.14M | Sell |
66,806
-679,957
| -91% | -$32M | 1.82% | 15 |
|
|
2013
Q3 | $28.6M | Buy |
746,763
+460,603
| +161% | +$17.6M | 10.8% | 2 |
|
|
2013
Q2 | $10.8M | Buy |
+286,160
| New | +$10.8M | 6.21% | 6 |
|