Hexavest’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,747
| Closed | -$470K | – | 261 |
|
|
2021
Q2 | $470K | Hold |
5,747
| – | – | 0.02% | 215 |
|
|
2021
Q1 | $382K | Hold |
5,747
| – | – | 0.02% | 233 |
|
|
2020
Q4 | $386K | Hold |
5,747
| – | – | 0.01% | 214 |
|
|
2020
Q3 | $339K | Hold |
5,747
| – | – | 0.01% | 230 |
|
|
2020
Q2 | $320K | Hold |
5,747
| – | – | 0.01% | 255 |
|
|
2020
Q1 | $300K | Hold |
5,747
| – | – | 0.01% | 253 |
|
|
2019
Q4 | $281K | Hold |
5,747
| – | – | ﹤0.01% | 277 |
|
|
2019
Q3 | $259K | Buy |
+5,747
| New | +$259K | ﹤0.01% | 274 |
|