Impact Partnership Wealth’s Houlihan Lokey HLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-867
Closed -$111K 425
2024
Q1
$111K Buy
867
+16
+2% +$2.05K 0.04% 244
2023
Q4
$102K Buy
+851
New +$102K 0.04% 245