Plante Moran Financial Advisors’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-104
| Closed | -$8K | – | 917 |
|
|
2022
Q3 | $8K | Buy |
+104
| New | +$8K | ﹤0.01% | 617 |
|
|
2019
Q1 | – | Sell |
-35
| Closed | -$1K | – | 849 |
|
|
2018
Q4 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 798 |
|
|
2018
Q3 | – | Sell |
-18
| Closed | -$1K | – | 792 |
|
|
2018
Q2 | $1K | Buy |
18
+2
| +13% | +$111 | ﹤0.01% | 761 |
|
|
2018
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 900 |
|
|
2017
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 828 |
|