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CFM Wealth Partners’s Houlihan Lokey HLI Stock Holding History

CFM Wealth Partners’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,586
Closed -$88K – 282
2020
Q2 		$88K Sell
1,586
-146
-8% -$8.1K 0.03% 217
2020
Q1 		$90K Hold
1,732
– – 0.04% 207
2019
Q4 		$90K Buy
+1,732
New +$90K 0.03% 221