IPW
IronBridge Private Wealth’s Houlihan Lokey HLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-116
| Closed | -$12K | – | 148 |
|
|
2021
Q4 | $12K | Sell |
116
-71
| -38% | -$7.35K | 0.01% | 163 |
|
|
2021
Q3 | $17K | Hold |
187
| – | – | 0.01% | 108 |
|
|
2021
Q2 | $15K | Hold |
187
| – | – | 0.01% | 120 |
|
|
2021
Q1 | $12K | Hold |
187
| – | – | 0.01% | 134 |
|
|
2020
Q4 | $13K | Buy |
+187
| New | +$13K | 0.01% | 122 |
|