Secor Capital Advisors’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-144,289
| Closed | -$6.44M | – | 493 |
|
2018
Q1 | $6.44M | Buy |
144,289
+85,926
| +147% | +$3.83M | 0.53% | 30 |
|
2017
Q4 | $2.65M | Buy |
58,363
+1,104
| +2% | +$50.1K | 0.11% | 140 |
|
2017
Q3 | $2.24M | Buy |
57,259
+48,252
| +536% | +$1.89M | 0.21% | 131 |
|
2017
Q2 | $314K | Buy |
+9,007
| New | +$314K | 0.03% | 336 |
|
2017
Q1 | – | Sell |
-32,798
| Closed | -$1.02M | – | 433 |
|
2016
Q4 | $1.02M | Buy |
32,798
+13,762
| +72% | +$428K | 0.12% | 182 |
|
2016
Q3 | $477K | Buy |
+19,036
| New | +$477K | 0.05% | 315 |
|