DC Investments Management’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,616
| Closed | -$591K | – | 168 |
|
|
2020
Q2 | $591K | Buy |
10,616
+408
| +4% | +$22.7K | 0.22% | 66 |
|
|
2020
Q1 | $532K | Buy |
10,208
+2,928
| +40% | +$153K | 0.43% | 63 |
|
|
2019
Q4 | $356K | Hold |
7,280
| – | – | 0.27% | 174 |
|
|
2019
Q3 | $328K | Buy |
7,280
+2,478
| +52% | +$112K | 0.19% | 233 |
|
|
2019
Q2 | $214K | Buy |
+4,802
| New | +$214K | 0.12% | 312 |
|