Financial Gravity Asset Management’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$150 | – | 1928 |
|
|
2024
Q1 | $150 | Buy |
+2
| New | +$150 | ﹤0.01% | 1672 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1360 |
|
|
2023
Q3 | – | Sell |
-98
| Closed | -$1.44K | – | 1473 |
|
|
2023
Q2 | $1.44K | Buy |
98
+11
| +13% | +$162 | ﹤0.01% | 723 |
|
|
2023
Q1 | $3 | Buy |
+87
| New | +$3 | ﹤0.01% | 965 |
|
|
2019
Q4 | – | Sell |
-64
| Closed | -$3K | – | 1539 |
|
|
2019
Q3 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 813 |
|
|
2018
Q2 | – | Sell |
-15
| Closed | -$1K | – | 1502 |
|
|
2018
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1149 |
|