Trek Financial’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,481
| Closed | -$569K | – | 237 |
|
|
2022
Q1 | $569K | Buy |
6,481
+1,282
| +25% | +$113K | 0.05% | 129 |
|
|
2021
Q4 | $538K | Sell |
5,199
-1,267
| -20% | -$131K | 0.05% | 117 |
|
|
2021
Q3 | $596K | Sell |
6,466
-822
| -11% | -$75.8K | 0.06% | 98 |
|
|
2021
Q2 | $596K | Buy |
7,288
+104
| +1% | +$8.51K | 0.06% | 93 |
|
|
2021
Q1 | $478K | Buy |
7,184
+3,203
| +80% | +$213K | 0.06% | 101 |
|
|
2020
Q4 | $268K | Buy |
+3,981
| New | +$268K | 0.03% | 148 |
|