Aperio Group’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $747K | Buy |
11,105
+2,753
| +33% | +$185K | ﹤0.01% | 1752 |
|
|
2020
Q3 | $493K | Buy |
8,352
+2,052
| +33% | +$121K | ﹤0.01% | 1817 |
|
|
2020
Q2 | $351K | Buy |
6,300
+1,093
| +21% | +$60.9K | ﹤0.01% | 1950 |
|
|
2020
Q1 | $271K | Buy |
+5,207
| New | +$271K | ﹤0.01% | 1967 |
|
|
2019
Q3 | – | Sell |
-2,071
| Closed | -$92K | – | 2507 |
|
|
2019
Q2 | $92K | Buy |
+2,071
| New | +$92K | ﹤0.01% | 2400 |
|