Winslow Evans & Crocker’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-36
| Closed | -$2K | – | 1236 |
|
|
2019
Q1 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 1168 |
|
|
2018
Q4 | – | Sell |
-350
| Closed | -$16K | – | 1111 |
|
|
2018
Q3 | $16K | Hold |
350
| – | – | ﹤0.01% | 709 |
|
|
2018
Q2 | $18K | Sell |
350
-1,300
| -79% | -$66.9K | 0.01% | 687 |
|
|
2018
Q1 | $73.6K | Buy |
1,650
+1,300
| +371% | +$58K | 0.02% | 409 |
|
|
2017
Q4 | $15.9K | Hold |
350
| – | – | 0.01% | 711 |
|
|
2017
Q3 | $13.7K | Buy |
+350
| New | +$13.7K | ﹤0.01% | 756 |
|