Jackson Grant Investment Advisers’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 | – | Sell |
-353
| Closed | -$30.9K | – | 444 |
|
|
2023
Q1 | $30.9K | Hold |
353
| – | – | 0.01% | 223 |
|
|
2022
Q4 | $30.8K | Hold |
353
| – | – | 0.01% | 219 |
|
|
2022
Q3 | $27K | Hold |
353
| – | – | 0.01% | 234 |
|
|
2022
Q2 | $28K | Hold |
353
| – | – | 0.01% | 239 |
|
|
2022
Q1 | $31K | Hold |
353
| – | – | 0.01% | 250 |
|
|
2021
Q4 | $37K | Hold |
353
| – | – | 0.02% | 190 |
|
|
2021
Q3 | $33K | Hold |
353
| – | – | 0.01% | 246 |
|
|
2021
Q2 | $29K | Hold |
353
| – | – | 0.01% | 263 |
|
|
2021
Q1 | $23K | Hold |
353
| – | – | 0.01% | 274 |
|
|
2020
Q4 | $24K | Buy |
+353
| New | +$24K | 0.01% | 241 |
|