American Portfolios Advisors’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $29.5K | Sell |
391
-14
| -3% | -$1.06K | ﹤0.01% | 1996 |
|
|
2022
Q2 | $32K | Buy |
405
+25
| +7% | +$1.97K | ﹤0.01% | 2001 |
|
|
2022
Q1 | $33.4K | Sell |
380
-15
| -4% | -$1.32K | ﹤0.01% | 2091 |
|
|
2021
Q4 | $40.9K | Sell |
395
-5,604
| -93% | -$580K | ﹤0.01% | 1959 |
|
|
2021
Q3 | $553K | Buy |
5,999
+325
| +6% | +$29.9K | 0.02% | 661 |
|
|
2021
Q2 | $464K | Buy |
5,674
+1,415
| +33% | +$116K | 0.02% | 744 |
|
|
2021
Q1 | $283K | Buy |
4,259
+253
| +6% | +$16.8K | 0.01% | 888 |
|
|
2020
Q4 | $269K | Sell |
4,006
-198
| -5% | -$13.3K | 0.01% | 777 |
|
|
2020
Q3 | $248K | Buy |
4,204
+904
| +27% | +$53.4K | 0.01% | 719 |
|
|
2020
Q2 | $184K | Buy |
3,300
+3,247
| +6,126% | +$181K | 0.01% | 769 |
|
|
2020
Q1 | $2.76K | Hold |
53
| – | – | ﹤0.01% | 2288 |
|
|
2019
Q4 | $2.59K | Hold |
53
| – | – | ﹤0.01% | 2501 |
|
|
2019
Q3 | $2.39K | Hold |
53
| – | – | ﹤0.01% | 2464 |
|
|
2019
Q2 | $2.36K | Buy |
53
+11
| +26% | +$490 | ﹤0.01% | 2433 |
|
|
2019
Q1 | $1.93K | Buy |
+42
| New | +$1.93K | ﹤0.01% | 2391 |
|