IndexIQ Advisors’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $388K | Sell |
4,423
-1,927
| -30% | -$169K | 0.01% | 857 |
|
|
2021
Q4 | $657K | Sell |
6,350
-410
| -6% | -$42.4K | 0.02% | 402 |
|
|
2021
Q3 | $623K | Buy |
6,760
+677
| +11% | +$62.4K | 0.02% | 424 |
|
|
2021
Q2 | $498K | Buy |
6,083
+116
| +2% | +$9.5K | 0.02% | 465 |
|
|
2021
Q1 | $397K | Buy |
5,967
+1,948
| +48% | +$130K | 0.01% | 791 |
|
|
2020
Q4 | $270K | Buy |
4,019
+415
| +12% | +$27.9K | 0.01% | 749 |
|
|
2020
Q3 | $213K | Buy |
3,604
+195
| +6% | +$11.5K | 0.01% | 595 |
|
|
2020
Q2 | $190K | Sell |
3,409
-490
| -13% | -$27.3K | 0.01% | 638 |
|
|
2020
Q1 | $203K | Buy |
+3,899
| New | +$203K | 0.01% | 292 |
|
|
2019
Q1 | – | Sell |
-47,119
| Closed | -$1.73M | – | 624 |
|
|
2018
Q4 | $1.73M | Sell |
47,119
-3,851
| -8% | -$142K | 0.05% | 279 |
|
|
2018
Q3 | $2.29M | Buy |
50,970
+1,926
| +4% | +$86.5K | 0.07% | 283 |
|
|
2018
Q2 | $2.51M | Buy |
49,044
+3,712
| +8% | +$190K | 0.08% | 219 |
|
|
2018
Q1 | $2.02M | Buy |
45,332
+4,425
| +11% | +$197K | 0.07% | 263 |
|
|
2017
Q4 | $1.86M | Buy |
40,907
+15,750
| +63% | +$715K | 0.07% | 163 |
|
|
2017
Q3 | $984K | Buy |
25,157
+11,415
| +83% | +$446K | 0.04% | 242 |
|
|
2017
Q2 | $480K | Buy |
+13,742
| New | +$480K | 0.02% | 320 |
|