Crewe Advisors’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-226
| Closed | -$30.5K | – | 837 |
|
|
2024
Q2 | $30.5K | Buy |
226
+164
| +265% | +$22.1K | ﹤0.01% | 469 |
|
|
2024
Q1 | $7.95K | Buy |
+62
| New | +$7.95K | ﹤0.01% | 656 |
|
|
2021
Q3 | – | Sell |
-39
| Closed | -$3K | – | 425 |
|
|
2021
Q2 | $3K | Sell |
39
-93
| -70% | -$7.15K | ﹤0.01% | 373 |
|
|
2021
Q1 | $9K | Hold |
132
| – | – | ﹤0.01% | 299 |
|
|
2020
Q4 | $9K | Hold |
132
| – | – | ﹤0.01% | 276 |
|
|
2020
Q3 | $8K | Buy |
+132
| New | +$8K | ﹤0.01% | 278 |
|