Invictus RG’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-7,230
| Closed | -$370K | – | 205 |
|
|
2018
Q2 | $370K | Buy |
+7,230
| New | +$370K | 0.31% | 85 |
|
|
2017
Q4 | – | Sell |
-7,524
| Closed | -$294K | – | 351 |
|
|
2017
Q3 | $294K | Sell |
7,524
-15,252
| -67% | -$596K | 0.27% | 162 |
|
|
2017
Q2 | $795K | Buy |
+22,776
| New | +$795K | 0.58% | 7 |
|