Weld Capital Management’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 |
-4,388
| Closed | -$292K | – | 296 |
|
2021
Q1 | $292K | Buy |
+4,388
| New | +$292K | 0.12% | 259 |
|
2020
Q3 | – | Sell |
-9,900
| Closed | -$551K | – | 560 |
|
2020
Q2 | $551K | Buy |
+9,900
| New | +$551K | 0.22% | 162 |
|
2019
Q1 | – | Sell |
-28,758
| Closed | -$1.06M | – | 748 |
|
2018
Q4 | $1.06M | Buy |
+28,758
| New | +$1.06M | 0.24% | 121 |
|