C.M. Bidwell & Associates’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-25
| Closed | -$2K | – | 520 |
|
|
2022
Q1 | $2K | Sell |
25
-3,030
| -99% | -$242K | ﹤0.01% | 477 |
|
|
2021
Q4 | $316K | Buy |
3,055
+2,830
| +1,258% | +$293K | 0.19% | 87 |
|
|
2021
Q3 | $21K | Hold |
225
| – | – | 0.01% | 353 |
|
|
2021
Q2 | $18K | Hold |
225
| – | – | 0.01% | 359 |
|
|
2021
Q1 | $15K | Hold |
225
| – | – | 0.01% | 362 |
|
|
2020
Q4 | $15K | Sell |
225
-155
| -41% | -$10.3K | 0.01% | 349 |
|
|
2020
Q3 | $22K | Sell |
380
-88
| -19% | -$5.1K | 0.02% | 302 |
|
|
2020
Q2 | $26K | Buy |
+468
| New | +$26K | 0.02% | 285 |
|