BWM
HLI icon

BerganKDV Wealth Management’s Houlihan Lokey HLI Stock Holding History

BerganKDV Wealth Management’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-40
Closed -$3.5K – 961
2023
Q1 		$3.5K Buy
+40
New +$3.5K ﹤0.01% 748