Bartlett & Co’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $26K | Hold |
217
| – | – | ﹤0.01% | 822 |
|
|
2023
Q3 | $23K | Hold |
217
| – | – | ﹤0.01% | 791 |
|
|
2023
Q2 | $21K | Hold |
217
| – | – | ﹤0.01% | 814 |
|
|
2023
Q1 | $19K | Hold |
217
| – | – | ﹤0.01% | 722 |
|
|
2022
Q4 | $19K | Hold |
217
| – | – | ﹤0.01% | 726 |
|
|
2022
Q3 | $16K | Hold |
217
| – | – | ﹤0.01% | 741 |
|
|
2022
Q2 | $17K | Buy |
+217
| New | +$17K | ﹤0.01% | 761 |
|