Pinnacle Wealth Planning Services’s Houlihan Lokey HLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,383	Closed	-$208K	–	483
2023 Q1	$208K	Buy	+2,383	New	+$208K	0.03%	384
2021 Q1	–	Sell	-28	Closed	-$2K	–	1037
2020 Q4	$2K	Buy	+28	New	+$2K	﹤0.01%	1927