First Manhattan’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 |
-50
| Closed | -$4.92K | – | 1520 |
|
|
2023
Q2 | $4.92K | Hold |
50
| – | – | ﹤0.01% | 1232 |
|
|
2023
Q1 | $4.37K | Buy |
+50
| New | +$4.37K | ﹤0.01% | 1312 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$10K | – | 1637 |
|
|
2021
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 1276 |
|
|
2021
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 1305 |
|
|
2021
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 1313 |
|
|
2021
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 1309 |
|
|
2020
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 1190 |
|
|
2020
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 1198 |
|
|
2020
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 1242 |
|
|
2020
Q1 | $5K | Sell |
100
-200
| -67% | -$10K | ﹤0.01% | 1231 |
|
|
2019
Q4 | $14K | Hold |
300
| – | – | ﹤0.01% | 1103 |
|
|
2019
Q3 | $13K | Hold |
300
| – | – | ﹤0.01% | 1121 |
|
|
2019
Q2 | $13K | Hold |
300
| – | – | ﹤0.01% | 1153 |
|
|
2019
Q1 | $13K | Buy |
+300
| New | +$13K | ﹤0.01% | 1170 |
|