Disciplined Investments’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10
| Closed | -$983 | – | 729 |
|
|
2023
Q2 | $983 | Hold |
10
| – | – | ﹤0.01% | 970 |
|
|
2023
Q1 | $875 | Sell |
10
-3
| -23% | -$263 | ﹤0.01% | 1019 |
|
|
2022
Q4 | $1.13K | Buy |
13
+7
| +117% | +$610 | ﹤0.01% | 851 |
|
|
2022
Q3 | $0 | Sell |
6
-6
| -50% | – | ﹤0.01% | 1380 |
|
|
2022
Q2 | $1K | Buy |
12
+3
| +33% | +$250 | ﹤0.01% | 954 |
|
|
2022
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1012 |
|