Parisi Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,561
| Closed | -$128K | – | 304 |
|
|
2021
Q2 | $128K | Buy |
+1,561
| New | +$128K | 0.05% | 168 |
|
|
2019
Q2 | – | Sell |
-558
| Closed | -$26K | – | 248 |
|
|
2019
Q1 | $26K | Hold |
558
| – | – | 0.02% | 283 |
|
|
2018
Q4 | $21K | Sell |
558
-393
| -41% | -$14.8K | 0.01% | 303 |
|
|
2018
Q3 | $43K | Buy |
+951
| New | +$43K | 0.03% | 245 |
|