JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27K | Sell |
16
-2
| -11% | -$284 | ﹤0.01% | 1358 |
|
|
2025
Q1 | $2.68K | Hold |
18
| – | – | ﹤0.01% | 1357 |
|
|
2024
Q4 | $2.67K | Buy |
18
+3
| +20% | +$444 | ﹤0.01% | 1362 |
|
|
2024
Q3 | $2.53K | Buy |
15
+1
| +7% | +$168 | ﹤0.01% | 1391 |
|
|
2024
Q2 | $1.73K | Hold |
14
| – | – | ﹤0.01% | 1496 |
|
|
2024
Q1 | $1.58K | Hold |
14
| – | – | ﹤0.01% | 1527 |
|
|
2023
Q4 | $1.59K | Sell |
14
-2
| -13% | -$227 | ﹤0.01% | 1524 |
|
|
2023
Q3 | $1.45K | Buy |
16
+4
| +33% | +$362 | ﹤0.01% | 1487 |
|
|
2023
Q2 | $960 | Hold |
12
| – | – | ﹤0.01% | 1622 |
|
|
2023
Q1 | $888 | Sell |
12
-4
| -25% | -$296 | ﹤0.01% | 1612 |
|
|
2022
Q4 | $1.02K | Hold |
16
| – | – | ﹤0.01% | 1595 |
|
|
2022
Q3 | $1K | Buy |
16
+9
| +129% | +$563 | ﹤0.01% | 1561 |
|
|
2022
Q2 | $0 | Sell |
7
-5
| -42% | – | ﹤0.01% | 1823 |
|
|
2022
Q1 | $1K | Buy |
12
+7
| +140% | +$583 | ﹤0.01% | 1650 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1393 |
|