Calton & Associates’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
-5,820
Closed -$262K 255
2018
Q3
$262K Buy
5,820
+731
+14% +$32.9K 0.08% 223
2018
Q2
$244K Buy
+5,089
New +$244K 0.07% 232