SW
SkyOak Wealth’s Houlihan Lokey HLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,524
| Closed | -$220K | – | 262 |
|
|
2022
Q4 | $220K | Buy |
+2,524
| New | +$220K | 0.07% | 193 |
|
|
2022
Q2 | – | Sell |
-3,489
| Closed | -$306K | – | 234 |
|
|
2022
Q1 | $306K | Buy |
3,489
+42
| +1% | +$3.68K | 0.09% | 177 |
|
|
2021
Q4 | $357K | Sell |
3,447
-49
| -1% | -$5.08K | 0.09% | 166 |
|
|
2021
Q3 | $322K | Buy |
3,496
+41
| +1% | +$3.78K | 0.09% | 163 |
|
|
2021
Q2 | $283K | Buy |
+3,455
| New | +$283K | 0.08% | 180 |
|