Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-8,000
| Closed | -$472K | – | 415 |
|
|
2020
Q3 | $472K | Buy |
+8,000
| New | +$472K | 0.04% | 209 |
|
|
2020
Q2 | – | Sell |
-11,000
| Closed | -$573K | – | 340 |
|
|
2020
Q1 | $573K | Hold |
11,000
| – | – | 0.06% | 143 |
|
|
2019
Q4 | $538K | Hold |
11,000
| – | – | 0.05% | 175 |
|
|
2019
Q3 | $496K | Buy |
+11,000
| New | +$496K | 0.05% | 171 |
|