Kingsview 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
2023 Q2	–	Sell	-10,478	Closed	-$917K	–	934
2023 Q1	$917K	Buy	+10,478	New	+$917K	0.04%	431
2022 Q2	–	Sell	-13,266	Closed	-$1.16M	–	854
2022 Q1	$1.16M	Buy	13,266 +3,245	+32%	+$285K	0.05%	348
2021 Q4	$1.04M	Buy	+10,021	New	+$1.04M	0.04%	382