O'Shares Investment Advisers’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-37,161
| Closed | -$3.26M | – | 102 |
|
|
2022
Q1 | $3.26M | Buy |
37,161
+1,995
| +6% | +$175K | 0.26% | 99 |
|
|
2021
Q4 | $3.64M | Buy |
35,166
+1,026
| +3% | +$106K | 0.26% | 100 |
|
|
2021
Q3 | $3.14M | Sell |
34,140
-3,710
| -10% | -$342K | 0.23% | 120 |
|
|
2021
Q2 | $3.1M | Sell |
37,850
-239
| -0.6% | -$19.5K | 0.22% | 117 |
|
|
2021
Q1 | $2.53M | Buy |
38,089
+942
| +3% | +$62.6K | 0.19% | 140 |
|
|
2020
Q4 | $2.5M | Buy |
37,147
+2,668
| +8% | +$179K | 0.19% | 121 |
|
|
2020
Q3 | $2.04M | Buy |
+34,479
| New | +$2.04M | 0.21% | 114 |
|