ETrade Capital 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 |
-4,711
| Closed | -$262K | – | 912 |
|
2020
Q2 | $262K | Sell |
4,711
-1,310
| -22% | -$72.9K | 0.01% | 702 |
|
2020
Q1 | $314K | Sell |
6,021
-147
| -2% | -$7.67K | 0.01% | 582 |
|
2019
Q4 | $301K | Sell |
6,168
-720
| -10% | -$35.1K | 0.01% | 673 |
|
2019
Q3 | $311K | Buy |
6,888
+27
| +0.4% | +$1.22K | 0.01% | 668 |
|
2019
Q2 | $306K | Sell |
6,861
-522
| -7% | -$23.3K | 0.01% | 680 |
|
2019
Q1 | $339K | Sell |
7,383
-433
| -6% | -$19.9K | 0.01% | 642 |
|
2018
Q4 | $288K | Sell |
7,816
-38
| -0.5% | -$1.4K | 0.01% | 635 |
|
2018
Q3 | $353K | Buy |
7,854
+487
| +7% | +$21.9K | 0.01% | 636 |
|
2018
Q2 | $377K | Buy |
7,367
+36
| +0.5% | +$1.84K | 0.01% | 591 |
|
2018
Q1 | $327K | Sell |
7,331
-575
| -7% | -$25.6K | 0.01% | 600 |
|
2017
Q4 | $359K | Buy |
7,906
+1,512
| +24% | +$68.7K | 0.01% | 579 |
|
2017
Q3 | $250K | Buy |
+6,394
| New | +$250K | 0.01% | 625 |
|