Spire Wealth Management’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 | $9.66K | Hold |
68
| – | – | ﹤0.01% | 1729 |
|
|
2025
Q1 | $10.1K | Buy |
+68
| New | +$10.1K | ﹤0.01% | 1831 |
|
|
2023
Q4 | – | Sell |
-250
| Closed | -$22.6K | – | 2407 |
|
|
2023
Q3 | $22.6K | Hold |
250
| – | – | ﹤0.01% | 1455 |
|
|
2023
Q2 | $20K | Hold |
250
| – | – | ﹤0.01% | 1589 |
|
|
2023
Q1 | $18.5K | Hold |
250
| – | – | ﹤0.01% | 1652 |
|
|
2022
Q4 | $16K | Hold |
250
| – | – | ﹤0.01% | 1457 |
|
|
2022
Q3 | $15K | Hold |
250
| – | – | ﹤0.01% | 1439 |
|
|
2022
Q2 | $17K | Hold |
250
| – | – | ﹤0.01% | 1728 |
|
|
2022
Q1 | $19K | Sell |
250
-100
| -29% | -$7.6K | ﹤0.01% | 1834 |
|
|
2021
Q4 | $36K | Hold |
350
| – | – | ﹤0.01% | 1876 |
|
|
2021
Q3 | $30K | Buy |
350
+250
| +250% | +$21.4K | ﹤0.01% | 1686 |
|
|
2021
Q2 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 2154 |
|