Capital Asset Advisory Services’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,575
| Closed | -$329K | – | 646 |
|
|
2021
Q3 | $329K | Sell |
3,575
-888
| -20% | -$81.7K | 0.04% | 320 |
|
|
2021
Q2 | $365K | Sell |
4,463
-350
| -7% | -$28.6K | 0.04% | 324 |
|
|
2021
Q1 | $320K | Sell |
4,813
-167
| -3% | -$11.1K | 0.05% | 339 |
|
|
2020
Q4 | $335K | Sell |
4,980
-402
| -7% | -$27K | 0.06% | 264 |
|
|
2020
Q3 | $317K | Sell |
5,382
-82
| -2% | -$4.83K | 0.07% | 229 |
|
|
2020
Q2 | $311K | Buy |
+5,464
| New | +$311K | 0.07% | 251 |
|