SWS
SYSTM Wealth Solutions’s Houlihan Lokey HLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-233
| Closed | -$31.5K | – | 328 |
|
|
2024
Q2 | $31.5K | Sell |
233
-1,648
| -88% | -$222K | 0.01% | 314 |
|
|
2024
Q1 | $241K | Buy |
1,881
+26
| +1% | +$3.33K | 0.03% | 375 |
|
|
2023
Q4 | $222K | Sell |
1,855
-728
| -28% | -$87.3K | 0.03% | 367 |
|
|
2023
Q3 | $277K | Buy |
2,583
+147
| +6% | +$15.7K | 0.04% | 380 |
|
|
2023
Q2 | $239K | Sell |
2,436
-2,629
| -52% | -$258K | 0.03% | 422 |
|
|
2023
Q1 | $443K | Sell |
5,065
-825
| -14% | -$72.2K | 0.07% | 316 |
|
|
2022
Q4 | $513K | Buy |
+5,890
| New | +$513K | 0.06% | 340 |
|