One 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
2023
Q1
Sell
-818
Closed -$71.3K 365
2022
Q4
$71.3K Buy
+818
New +$71.3K 0.02% 346
2021
Q4
Sell
-2,260
Closed -$208K 207
2021
Q3
$208K Buy
+2,260
New +$208K 0.06% 199