J.P. Morgan Private Wealth 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 | $1.49M | Sell |
16,442
-613
| -4% | -$55.4K | ﹤0.01% | 838 |
|
|
2023
Q2 | $1.36M | Sell |
17,055
-2,261
| -12% | -$181K | 0.01% | 674 |
|
|
2023
Q1 | $1.43M | Buy |
+19,316
| New | +$1.43M | ﹤0.01% | 1008 |
|
|
2022
Q4 | – | Sell |
-21,517
| Closed | -$1.28M | – | 1961 |
|
|
2022
Q3 | $1.28M | Buy |
21,517
+3,169
| +17% | +$189K | ﹤0.01% | 1026 |
|
|
2022
Q2 | $1.23M | Buy |
18,348
+4,505
| +33% | +$303K | ﹤0.01% | 1028 |
|
|
2022
Q1 | $1.07M | Buy |
13,843
+5,976
| +76% | +$462K | ﹤0.01% | 1193 |
|
|
2021
Q4 | $815K | Buy |
7,867
+2,388
| +44% | +$247K | ﹤0.01% | 1341 |
|
|
2021
Q3 | $465K | Buy |
5,479
+3,004
| +121% | +$255K | ﹤0.01% | 1530 |
|
|
2021
Q2 | $226K | Buy |
+2,475
| New | +$226K | ﹤0.01% | 1793 |
|