Heritage Wealth Management (Arizona)’s Houlihan Lokey HLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$5.93K	Buy	68 +34	+100%	+$2.96K	﹤0.01%	856
2022 Q3	$3K	Buy	+34	New	+$3K	﹤0.01%	823
2021 Q3	–	Sell	-49	Closed	-$4K	–	905
2021 Q2	$4K	Sell	49 -422	-90%	-$34.4K	﹤0.01%	775
2021 Q1	$31K	Buy	+471	New	+$31K	0.02%	442