Schubert & Co’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 |
-35
| Closed | -$3.06K | – | 685 |
|
|
2023
Q1 | $3.06K | Hold |
35
| – | – | ﹤0.01% | 702 |
|
|
2022
Q4 | $3.05K | Sell |
35
-1
| -3% | -$87 | ﹤0.01% | 645 |
|
|
2022
Q3 | $3K | Buy |
36
+14
| +64% | +$1.17K | ﹤0.01% | 616 |
|
|
2022
Q2 | $2K | Buy |
22
+10
| +83% | +$909 | ﹤0.01% | 785 |
|
|
2022
Q1 | $1K | Buy |
12
+2
| +20% | +$167 | ﹤0.01% | 726 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 681 |
|