YorkBridge Wealth Partners’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $350K | Sell |
4,018
-609
| -13% | -$53.1K | 0.09% | 157 |
|
|
2022
Q3 | $349K | Buy |
4,627
+883
| +24% | +$66.6K | 0.09% | 163 |
|
|
2022
Q2 | $296K | Sell |
3,744
-143
| -4% | -$11.3K | 0.08% | 199 |
|
|
2022
Q1 | $341K | Buy |
3,887
+1,397
| +56% | +$123K | 0.07% | 208 |
|
|
2021
Q4 | $258K | Buy |
+2,490
| New | +$258K | 0.06% | 249 |
|
|
2018
Q3 | – | Sell |
-59
| Closed | -$3K | – | 791 |
|
|
2018
Q2 | $3K | Hold |
59
| – | – | ﹤0.01% | 731 |
|
|
2018
Q1 | $3K | Buy |
59
+54
| +1,080% | +$2.75K | ﹤0.01% | 719 |
|
|
2017
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 882 |
|