Jackson Creek Investment 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
Q2 | – | Sell |
-12,758
| Closed | -$1.12M | – | 333 |
|
|
2022
Q1 | $1.12M | Buy |
12,758
+806
| +7% | +$70.8K | 0.41% | 94 |
|
|
2021
Q4 | $1.24M | Sell |
11,952
-834
| -7% | -$86.3K | 0.44% | 62 |
|
|
2021
Q3 | $1.18M | Buy |
12,786
+112
| +0.9% | +$10.3K | 0.44% | 66 |
|
|
2021
Q2 | $1.04M | Sell |
12,674
-1,411
| -10% | -$115K | 0.39% | 125 |
|
|
2021
Q1 | $937K | Sell |
14,085
-421
| -3% | -$28K | 0.32% | 169 |
|
|
2020
Q4 | $975K | Buy |
+14,506
| New | +$975K | 0.38% | 123 |
|