Bowling Portfolio Management’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-35,168
| Closed | -$1.58M | – | 367 |
|
|
2018
Q3 | $1.58M | Sell |
35,168
-3,537
| -9% | -$159K | 0.22% | 161 |
|
|
2018
Q2 | $1.98M | Sell |
38,705
-284
| -0.7% | -$14.5K | 0.28% | 134 |
|
|
2018
Q1 | $1.74M | Sell |
38,989
-8,053
| -17% | -$359K | 0.24% | 158 |
|
|
2017
Q4 | $2.14M | Buy |
47,042
+10,643
| +29% | +$483K | 0.28% | 114 |
|
|
2017
Q3 | $1.42M | Buy |
+36,399
| New | +$1.42M | 0.21% | 160 |
|