MCIA
Mountain Capital Investment Advisors’s Houlihan Lokey HLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,845
| Closed | -$926K | – | 102 |
|
|
2021
Q4 | $926K | Buy |
7,845
+994
| +15% | +$117K | 0.42% | 83 |
|
|
2021
Q3 | $682K | Sell |
6,851
-631
| -8% | -$62.8K | 0.36% | 95 |
|
|
2021
Q2 | $603K | Sell |
7,482
-1,113
| -13% | -$89.7K | 0.28% | 97 |
|
|
2021
Q1 | $562K | Buy |
8,595
+1,848
| +27% | +$121K | 0.28% | 116 |
|
|
2020
Q4 | $483K | Buy |
+6,747
| New | +$483K | 0.29% | 98 |
|