JP Morgan Private Wealth Advisors’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.93M | Sell |
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|
2023
Q2 | $1.86M | Sell |
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|
2023
Q1 | $2.38M | Buy |
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|
2022
Q4 | $2.32M | Sell |
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|
2022
Q3 | $2.05M | Sell |
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|
2022
Q2 | $2.27M | Sell |
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|
2022
Q1 | $6.27M | Buy |
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|
2021
Q4 | $3.24M | Sell |
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|
2021
Q3 | $2.96M | Buy |
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|
2021
Q2 | $2.33M | Buy |
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|
2021
Q1 | $1.5M | Sell |
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|
2020
Q4 | $1.58M | Buy |
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|
2020
Q3 | $1.35M | Buy |
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|
2020
Q2 | $1.21M | Buy |
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|
2020
Q1 | $1.1M | Buy |
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|
2019
Q4 | $882K | Buy |
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|
2019
Q3 | $761K | Sell |
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|
2019
Q2 | $799K | Sell |
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|
2019
Q1 | $1.15M | Buy |
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|
2018
Q4 | $674K | Sell |
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|
2018
Q3 | $861K | Sell |
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|
2018
Q2 | $995K | Sell |
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|
2018
Q1 | $1.03M | Buy |
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|
2017
Q4 | $278K | Sell |
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|
2017
Q3 | $261K | Sell |
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|
2017
Q2 | $253K | Buy |
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