Lido Advisors’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,520
| Closed | -$508K | – | 897 |
|
|
2021
Q3 | $508K | Sell |
5,520
-1,325
| -19% | -$122K | 0.01% | 515 |
|
|
2021
Q2 | $560K | Sell |
6,845
-311
| -4% | -$25.4K | 0.01% | 440 |
|
|
2021
Q1 | $476K | Sell |
7,156
-394
| -5% | -$26.2K | 0.01% | 451 |
|
|
2020
Q4 | $507K | Sell |
7,550
-867
| -10% | -$58.2K | 0.01% | 420 |
|
|
2020
Q3 | $497K | Buy |
+8,417
| New | +$497K | 0.01% | 336 |
|