TD Private Client Wealth’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 | $1.03M | Buy |
7,280
+7,243
| +19,576% | +$1.03M | 0.03% | 358 |
|
|
2025
Q1 | $5.5K | Buy |
37
+14
| +61% | +$2.08K | ﹤0.01% | 1072 |
|
|
2024
Q4 | $3.41K | Buy |
23
+1
| +5% | +$148 | ﹤0.01% | 1133 |
|
|
2024
Q3 | $3.71K | Buy |
+22
| New | +$3.71K | ﹤0.01% | 1126 |
|
|
2024
Q1 | – | Sell |
-137
| Closed | -$15.5K | – | 1240 |
|
|
2023
Q4 | $15.5K | Hold |
137
| – | – | ﹤0.01% | 987 |
|
|
2023
Q3 | $12.4K | Buy |
137
+28
| +26% | +$2.53K | ﹤0.01% | 1002 |
|
|
2023
Q2 | $8.72K | Buy |
+109
| New | +$8.72K | ﹤0.01% | 1071 |
|
|
2022
Q4 | – | Sell |
-20
| Closed | -$1.19K | – | 1232 |
|
|
2022
Q3 | $1.19K | Buy |
20
+5
| +33% | +$298 | ﹤0.01% | 1152 |
|
|
2022
Q2 | $1.01K | Hold |
15
| – | – | ﹤0.01% | 1170 |
|
|
2022
Q1 | $1.16K | Hold |
15
| – | – | ﹤0.01% | 1201 |
|
|
2021
Q4 | $1.55K | Hold |
15
| – | – | ﹤0.01% | 1036 |
|
|
2021
Q3 | $1.27K | Buy |
15
+11
| +275% | +$933 | ﹤0.01% | 1074 |
|
|
2021
Q2 | $364 | Buy |
+4
| New | +$364 | ﹤0.01% | 1205 |
|