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IronBridge Private Wealth’s Houlihan Lokey HLI Stock Holding History

IronBridge Private Wealth’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-116
Closed -$12K – 149
2021
Q4 		$12K Sell
116
-71
-38% -$7.58K 0.01% 163
2021
Q3 		$17K Hold
187
– – 0.01% 111
2021
Q2 		$15K Hold
187
– – 0.01% 124
2021
Q1 		$12K Hold
187
– – 0.01% 138
2020
Q4 		$13K Buy
+187
New +$12.1K 0.01% 127

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BAM
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