Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-58
| Closed | -$4K | – | 997 |
|
|
2021
Q1 | $4K | Buy |
58
+55
| +1,833% | +$3.79K | ﹤0.01% | 1532 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1700 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1756 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2001 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1791 |
|
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1651 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1594 |
|
|
2019
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1590 |
|