Belpointe Asset Management’s Houlihan Lokey HLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-296
Closed -$25.9K 1760
2023
Q1
$25.9K Sell
296
-4
-1% -$350 ﹤0.01% 2155
2022
Q4
$26.2K Buy
+300
New +$26.2K ﹤0.01% 1994
2022
Q3
Sell
-1,479
Closed -$116K 1200
2022
Q2
$116K Buy
+1,479
New +$116K 0.01% 1049