WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC – Houlihan Lokey, Inc. Transaction History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC portfolio value:
$3.38M
portfolio value
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.50%
quarter
Houlihan Lokey, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.84% | 2.07K shares | 4K | $75.38 | 44.94K |
| Q2 2022 | share | Increase | +5.50% | 2.23K shares | -184K | $78.93 | 42.86K |
| Q1 2022 | share | Increase | +1.91% | 762 shares | -559K | $87.8 | 40.63K |
| Q4 2021 | share | Decrease | -3.36% | -1.38K shares | 327K | $103.27 | 39.87K |
| Q3 2021 | share | Increase | +1.59% | 646 shares | 478K | $91.73 | 41.25K |
| Q2 2021 | share | Increase | +1.13% | 455 shares | 651K | $81.07 | 40.61K |
| Q1 2021 | share | Increase | +2.12% | 833 shares | 27K | $65.55 | 40.15K |
| Q4 2020 | share | Increase | +1.17% | 456 shares | 349K | $65.93 | 39.32K |
| Q3 2020 | share | Increase | 0.00% | 38.86K shares | 2.29M | $57.62 | 38.86K |