Wealth Enhancement Advisory Services’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
$416K Sell
2,827
-587
-17% -$86.3K ﹤0.01% 2348
2025
Q1
$508K Buy
3,414
+212
+7% +$31.5K ﹤0.01% 2051
2024
Q4
$474K Sell
3,202
-372
-10% -$55.1K ﹤0.01% 2012
2024
Q3
$602K Sell
3,574
-43
-1% -$7.24K ﹤0.01% 1683
2024
Q2
$447K Sell
3,617
-239
-6% -$29.5K ﹤0.01% 1713
2024
Q1
$435K Sell
3,856
-513
-12% -$57.8K ﹤0.01% 1669
2023
Q4
$496K Sell
4,369
-193
-4% -$21.9K ﹤0.01% 1510
2023
Q3
$413K Buy
+4,562
New +$413K ﹤0.01% 1542