Lenox Wealth 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
Q1 | $11K | Hold |
128
| – | – | ﹤0.01% | 467 |
|
|
2021
Q4 | $13K | Hold |
128
| – | – | ﹤0.01% | 474 |
|
|
2021
Q3 | $12K | Sell |
128
-157
| -55% | -$14.7K | ﹤0.01% | 444 |
|
|
2021
Q2 | $23K | Sell |
285
-1
| -0.3% | -$81 | ﹤0.01% | 334 |
|
|
2021
Q1 | $19K | Hold |
286
| – | – | ﹤0.01% | 320 |
|
|
2020
Q4 | $19K | Hold |
286
| – | – | ﹤0.01% | 326 |
|
|
2020
Q3 | $17K | Buy |
+286
| New | +$17K | ﹤0.01% | 307 |
|