Janiczek Wealth Management’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $38K | Hold |
282
| – | – | 0.01% | 449 |
|
|
2024
Q1 | $36.2K | Hold |
282
| – | – | 0.01% | 462 |
|
|
2023
Q4 | $33.8K | Hold |
282
| – | – | 0.01% | 461 |
|
|
2023
Q3 | $30.2K | Buy |
+282
| New | +$30.2K | 0.01% | 454 |
|
|
2020
Q3 | – | Sell |
-89
| Closed | -$5K | – | 677 |
|
|
2020
Q2 | $5K | Buy |
+89
| New | +$5K | ﹤0.01% | 181 |
|