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Selective Wealth Management’s Houlihan Lokey HLI Stock Holding History

Selective Wealth Management’s Portfolio HLI Stock Details HLI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-50
Closed -$3K – 355
2020
Q2 		$3K Hold
50
– – ﹤0.01% 345
2020
Q1 		$3K Hold
50
– – ﹤0.01% 245
2019
Q4 		$2K Hold
50
– – ﹤0.01% 286
2019
Q3 		$2K Buy
+50
New +$2K ﹤0.01% 290