Glassman Wealth Services’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-35
| Closed | -$4.2K | – | 903 |
|
|
2023
Q4 | $4.2K | Hold |
35
| – | – | ﹤0.01% | 1129 |
|
|
2023
Q3 | $3.75K | Hold |
35
| – | – | ﹤0.01% | 1154 |
|
|
2023
Q2 | $3.44K | Sell |
35
-12
| -26% | -$1.18K | ﹤0.01% | 1097 |
|
|
2023
Q1 | $4.11K | Hold |
47
| – | – | ﹤0.01% | 1061 |
|
|
2022
Q4 | $4.1K | Hold |
47
| – | – | ﹤0.01% | 1078 |
|
|
2022
Q3 | $4K | Hold |
47
| – | – | ﹤0.01% | 1048 |
|
|
2022
Q2 | $4K | Hold |
47
| – | – | ﹤0.01% | 1075 |
|
|
2022
Q1 | $4K | Hold |
47
| – | – | ﹤0.01% | 1054 |
|
|
2021
Q4 | $5K | Buy |
47
+35
| +292% | +$3.72K | ﹤0.01% | 982 |
|
|
2021
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1369 |
|
|
2021
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1307 |
|