Wealthspire Advisors (New York)’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,682
| Closed | -$692K | – | 486 |
|
|
2021
Q4 | $692K | Buy |
+6,682
| New | +$692K | 0.02% | 269 |
|
|
2020
Q4 | – | Sell |
-35,658
| Closed | -$2.11M | – | 584 |
|
|
2020
Q3 | $2.11M | Hold |
35,658
| – | – | 0.13% | 82 |
|
|
2020
Q2 | $1.98M | Hold |
35,658
| – | – | 0.14% | 67 |
|
|
2020
Q1 | $1.86M | Buy |
+35,658
| New | +$1.86M | 0.08% | 132 |
|