WBI Investments’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-27,041
| Closed | -$2.27M | – | 199 |
|
|
2021
Q3 | $2.27M | Buy |
27,041
+23,233
| +610% | +$1.95M | 0.38% | 76 |
|
|
2021
Q2 | $311K | Buy |
+3,808
| New | +$311K | 0.05% | 165 |
|
|
2020
Q1 | – | Sell |
-4,368
| Closed | -$213K | – | 143 |
|
|
2019
Q4 | $213K | Buy |
+4,368
| New | +$213K | 0.02% | 183 |
|
|
2019
Q3 | – | Sell |
-23,472
| Closed | -$1.05M | – | 241 |
|
|
2019
Q2 | $1.05M | Buy |
+23,472
| New | +$1.05M | 0.09% | 152 |
|