Gradient Investments’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-296
| Closed | -$13K | – | 986 |
|
|
2018
Q3 | $13K | Hold |
296
| – | – | ﹤0.01% | 579 |
|
|
2018
Q2 | $15K | Hold |
296
| – | – | ﹤0.01% | 536 |
|
|
2018
Q1 | $13K | Hold |
296
| – | – | ﹤0.01% | 574 |
|
|
2017
Q4 | $13K | Buy |
+296
| New | +$13K | ﹤0.01% | 547 |
|
|
2017
Q3 | – | Sell |
-296
| Closed | -$10K | – | 434 |
|
|
2017
Q2 | $10K | Hold |
296
| – | – | ﹤0.01% | 483 |
|
|
2017
Q1 | $10K | Hold |
296
| – | – | ﹤0.01% | 505 |
|
|
2016
Q4 | $9K | Sell |
296
-13,207
| -98% | -$402K | ﹤0.01% | 464 |
|
|
2016
Q3 | $338K | Buy |
13,503
+221
| +2% | +$5.53K | 0.03% | 150 |
|
|
2016
Q2 | $297K | Buy |
+13,282
| New | +$297K | 0.03% | 155 |
|