TFO Wealth Partners’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$256 | – | 365 |
|
|
2024
Q1 | $256 | Hold |
2
| – | – | ﹤0.01% | 434 |
|
|
2023
Q4 | $240 | Hold |
2
| – | – | ﹤0.01% | 589 |
|
|
2023
Q3 | $197 | Hold |
2
| – | – | ﹤0.01% | 804 |
|
|
2023
Q2 | $197 | Hold |
2
| – | – | ﹤0.01% | 505 |
|
|
2023
Q1 | $175 | Sell |
2
-1
| -33% | -$88 | ﹤0.01% | 507 |
|
|
2022
Q4 | $643 | Buy |
+3
| New | +$643 | ﹤0.01% | 442 |
|