Pathstone Family Office’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6
| Closed | – | – | 935 |
|
|
2020
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1209 |
|
|
2020
Q3 | $0 | Sell |
6
-6
| -50% | – | ﹤0.01% | 890 |
|
|
2020
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 830 |
|
|
2019
Q2 | – | Sell |
-79
| Closed | -$4K | – | 742 |
|
|
2019
Q1 | $4K | Buy |
+79
| New | +$4K | ﹤0.01% | 637 |
|