TFS Capital’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,164
| Closed | -$215K | – | 156 |
|
|
2017
Q2 | $215K | Sell |
6,164
-30,660
| -83% | -$1.07M | 0.08% | 425 |
|
|
2017
Q1 | $1.27M | Buy |
36,824
+20,368
| +124% | +$702K | 0.41% | 30 |
|
|
2016
Q4 | $512K | Buy |
+16,456
| New | +$512K | 0.14% | 219 |
|
|
2016
Q3 | – | Sell |
-53,594
| Closed | -$1.2M | – | 848 |
|
|
2016
Q2 | $1.2M | Buy |
53,594
+5,925
| +12% | +$133K | 0.22% | 133 |
|
|
2016
Q1 | $1.19M | Buy |
+47,669
| New | +$1.19M | 0.17% | 204 |
|