Cetera Advisor Networks’s Houlihan Lokey HLI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $1.3M | Sell |
10,135
-934
| -8% | -$120K | 0.01% | 1290 |
|
2023
Q4 | $1.33M | Buy |
11,069
+2,092
| +23% | +$251K | 0.01% | 1198 |
|
2023
Q3 | $962K | Buy |
8,977
+522
| +6% | +$55.9K | 0.01% | 1310 |
|
2023
Q2 | $831K | Buy |
8,455
+117
| +1% | +$11.5K | 0.01% | 1374 |
|
2023
Q1 | $729K | Buy |
8,338
+475
| +6% | +$41.6K | 0.01% | 1437 |
|
2022
Q4 | $685K | Buy |
+7,863
| New | +$685K | 0.01% | 1418 |
|
2020
Q3 | – | Sell |
-3,246
| Closed | -$181K | – | 1994 |
|
2020
Q2 | $181K | Buy |
+3,246
| New | +$181K | ﹤0.01% | 1171 |
|