Teamwork Financial Advisors’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,123
| Closed | -$612K | – | 201 |
|
|
2022
Q3 | $612K | Sell |
8,123
-4,950
| -38% | -$373K | 0.13% | 101 |
|
|
2022
Q2 | $1.03M | Sell |
13,073
-623
| -5% | -$49.2K | 0.23% | 78 |
|
|
2022
Q1 | $1.2M | Sell |
13,696
-1,639
| -11% | -$144K | 0.22% | 88 |
|
|
2021
Q4 | $1.59M | Sell |
15,335
-642
| -4% | -$66.4K | 0.29% | 73 |
|
|
2021
Q3 | $1.47M | Buy |
15,977
+3,628
| +29% | +$334K | 0.29% | 67 |
|
|
2021
Q2 | $1.01M | Sell |
12,349
-327
| -3% | -$26.7K | 0.21% | 94 |
|
|
2021
Q1 | $843K | Sell |
12,676
-1,457
| -10% | -$96.9K | 0.2% | 107 |
|
|
2020
Q4 | $950K | Sell |
14,133
-131
| -0.9% | -$8.81K | 0.23% | 88 |
|
|
2020
Q3 | $842K | Sell |
14,264
-10,136
| -42% | -$598K | 0.26% | 84 |
|
|
2020
Q2 | $1.36M | Buy |
+24,400
| New | +$1.36M | 0.49% | 48 |
|