TCI Wealth Advisors’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-249
| Closed | -$21.8K | – | 1076 |
|
|
2023
Q1 | $21.8K | Hold |
249
| – | – | ﹤0.01% | 669 |
|
|
2022
Q4 | $21.7K | Sell |
249
-53
| -18% | -$4.62K | ﹤0.01% | 664 |
|
|
2022
Q3 | $23K | Buy |
302
+179
| +146% | +$13.6K | ﹤0.01% | 596 |
|
|
2022
Q2 | $10K | Sell |
123
-230
| -65% | -$18.7K | ﹤0.01% | 1005 |
|
|
2022
Q1 | $31K | Buy |
353
+158
| +81% | +$13.9K | ﹤0.01% | 534 |
|
|
2021
Q4 | $20K | Hold |
195
| – | – | ﹤0.01% | 711 |
|
|
2021
Q3 | $18K | Buy |
195
+97
| +99% | +$8.95K | ﹤0.01% | 714 |
|
|
2021
Q2 | $8K | Buy |
98
+60
| +158% | +$4.9K | ﹤0.01% | 1088 |
|
|
2021
Q1 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 1509 |
|