FAM
Formidable Asset Management’s Houlihan Lokey HLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,830
| Closed | -$247K | – | 331 |
|
|
2022
Q4 | $247K | Sell |
2,830
-3,000
| -51% | -$262K | 0.06% | 250 |
|
|
2022
Q3 | $440K | Buy |
5,830
+138
| +2% | +$10.4K | 0.1% | 175 |
|
|
2022
Q2 | $449K | Buy |
5,692
+1,810
| +47% | +$143K | 0.1% | 180 |
|
|
2022
Q1 | $341K | Buy |
3,882
+242
| +7% | +$21.3K | 0.07% | 242 |
|
|
2021
Q4 | $377K | Sell |
3,640
-437
| -11% | -$45.3K | 0.07% | 223 |
|
|
2021
Q3 | $375K | Buy |
+4,077
| New | +$375K | 0.07% | 233 |
|