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Parisi Gray Wealth Management’s Houlihan Lokey HLI Stock Holding History

Parisi Gray Wealth Management’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,561
Closed -$128K – 304
2021
Q2 		$128K Buy
+1,561
New +$113K 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% -$16K 0.01% 303
2018
Q3 		$43K Buy
+951
New +$46.1K 0.03% 245

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BAM
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FMI
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BAMCO Inc
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