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YorkBridge Wealth Partners’s Houlihan Lokey HLI Stock Holding History

YorkBridge Wealth Partners’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$350K Sell
4,018
-609
-13% -$54.7K 0.09% 157
2022
Q3 		$349K Buy
4,627
+883
+24% +$71.6K 0.09% 163
2022
Q2 		$296K Sell
3,744
-143
-4% -$12K 0.08% 199
2022
Q1 		$341K Buy
3,887
+1,397
+56% +$144K 0.07% 208
2021
Q4 		$258K Buy
+2,490
New +$266K 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% +$2.56K ﹤0.01% 719
2017
Q4 		$0 Buy
+5
New +$214 ﹤0.01% 882

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