Hillsdale Investment Management’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-120
| Closed | -$8K | – | 602 |
|
|
2020
Q4 | $8K | Sell |
120
-40
| -25% | -$2.67K | ﹤0.01% | 518 |
|
|
2020
Q3 | $9K | Sell |
160
-12,720
| -99% | -$716K | ﹤0.01% | 499 |
|
|
2020
Q2 | $716K | Buy |
12,880
+12,760
| +10,633% | +$709K | 0.07% | 261 |
|
|
2020
Q1 | $6K | Buy |
+120
| New | +$6K | ﹤0.01% | 508 |
|
|
2019
Q4 | – | Sell |
-17,000
| Closed | -$767K | – | 613 |
|
|
2019
Q3 | $767K | Hold |
17,000
| – | – | 0.07% | 262 |
|
|
2019
Q2 | $757K | Buy |
+17,000
| New | +$757K | 0.08% | 256 |
|
|
2018
Q3 | – | Sell |
-30,900
| Closed | -$1.58M | – | 506 |
|
|
2018
Q2 | $1.58M | Sell |
30,900
-2,000
| -6% | -$102K | 0.19% | 92 |
|
|
2018
Q1 | $1.47M | Hold |
32,900
| – | – | 0.2% | 72 |
|
|
2017
Q4 | $1.5M | Hold |
32,900
| – | – | 0.24% | 65 |
|
|
2017
Q3 | $1.29M | Buy |
+32,900
| New | +$1.29M | 0.22% | 85 |
|