YorkBridge Wealth Partners’s Houlihan Lokey HLI Stock Holding History

YorkBridge Wealth Partners’s Portfolio HLI Stock Details HLI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$350K	Sell
2022 Q3	$349K	Buy
2022 Q2	$296K	Sell
2022 Q1	$341K	Buy
2021 Q4	$258K	Buy
2018 Q3	–	Sell
2018 Q2	$3K	Hold
2018 Q1	$3K	Buy
2017 Q4	$0	Buy