Intercontinental Wealth Advisors’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.66M | Sell |
16,843
-20
| -0.1% | -$1.97K | 0.4% | 46 |
|
|
2023
Q1 | $1.48M | Sell |
16,863
-60
| -0.4% | -$5.25K | 0.38% | 51 |
|
|
2022
Q4 | $1.48M | Sell |
16,923
-833
| -5% | -$72.6K | 0.44% | 40 |
|
|
2022
Q3 | $1.34M | Sell |
17,756
-91
| -0.5% | -$6.86K | 0.42% | 45 |
|
|
2022
Q2 | $1.41M | Sell |
17,847
-79
| -0.4% | -$6.24K | 0.38% | 50 |
|
|
2022
Q1 | $1.57M | Buy |
17,926
+107
| +0.6% | +$9.4K | 0.36% | 51 |
|
|
2021
Q4 | $1.85M | Sell |
17,819
-5,421
| -23% | -$561K | 0.39% | 39 |
|
|
2021
Q3 | $2.14M | Sell |
23,240
-1,591
| -6% | -$147K | 0.5% | 28 |
|
|
2021
Q2 | $2.03M | Buy |
24,831
+119
| +0.5% | +$9.73K | 0.4% | 34 |
|
|
2021
Q1 | $1.64M | Buy |
24,712
+411
| +2% | +$27.3K | 0.36% | 40 |
|
|
2020
Q4 | $1.63M | Buy |
24,301
+117
| +0.5% | +$7.87K | 0.39% | 37 |
|
|
2020
Q3 | $1.43M | Buy |
24,184
+477
| +2% | +$28.2K | 0.42% | 36 |
|
|
2020
Q2 | $1.32M | Buy |
23,707
+4,045
| +21% | +$225K | 0.43% | 41 |
|
|
2020
Q1 | $1.03M | Buy |
+19,662
| New | +$1.03M | 0.54% | 40 |
|