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Simplicity Wealth’s Houlihan Lokey HLI Stock Holding History

Simplicity Wealth’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,026
Closed -$543K – 791
2024
Q2 		$543K Sell
4,026
-14
-0.3% -$1.89K 0.01% 721
2024
Q1 		$518K Buy
+4,040
New +$518K 0.01% 723