Carson Wealth (CWM LLC)’s BlackRock Corporate High Yield Fund HYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Sell |
15,262
-4,473
| -23% | -$43.7K | ﹤0.01% | 2412 |
|
|
2025
Q1 | $189K | Buy |
19,735
+27
| +0.1% | +$259 | ﹤0.01% | 1955 |
|
|
2024
Q4 | $193K | Buy |
19,708
+12,487
| +173% | +$122K | ﹤0.01% | 1841 |
|
|
2024
Q3 | $73K | Buy |
7,221
+1,074
| +17% | +$10.9K | ﹤0.01% | 2399 |
|
|
2024
Q2 | $60K | Buy |
6,147
+52
| +0.9% | +$508 | ﹤0.01% | 2340 |
|
|
2024
Q1 | $60K | Buy |
6,095
+52
| +0.9% | +$512 | ﹤0.01% | 2176 |
|
|
2023
Q4 | $57K | Hold |
6,043
| – | – | ﹤0.01% | 2089 |
|
|
2023
Q3 | $52K | Hold |
6,043
| – | – | ﹤0.01% | 2027 |
|
|
2023
Q2 | $54K | Buy |
6,043
+59
| +1% | +$527 | ﹤0.01% | 1919 |
|
|
2023
Q1 | $52K | Hold |
5,984
| – | – | ﹤0.01% | 1846 |
|
|
2022
Q4 | $52K | Buy |
5,984
+5,983
| +598,300% | +$52K | ﹤0.01% | 1705 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4017 |
|
|
2022
Q1 | – | Sell |
-29
| Closed | – | – | 3649 |
|
|
2021
Q4 | $0 | Buy |
+29
| New | – | ﹤0.01% | 3532 |
|
|
2021
Q2 | $1K | Hold |
86
| – | – | ﹤0.01% | 2767 |
|
|
2021
Q1 | $1K | Hold |
86
| – | – | ﹤0.01% | 2767 |
|
|
2020
Q4 | $1K | Hold |
86
| – | – | ﹤0.01% | 2767 |
|
|
2020
Q3 | $1K | Hold |
86
| – | – | ﹤0.01% | 2767 |
|
|
2020
Q2 | $1K | Hold |
86
| – | – | ﹤0.01% | 2767 |
|
|
2020
Q1 | $1K | Hold |
86
| – | – | ﹤0.01% | 2767 |
|
|
2019
Q4 | $1K | Hold |
86
| – | – | ﹤0.01% | 2767 |
|
|
2019
Q3 | $1K | Hold |
86
| – | – | ﹤0.01% | 2767 |
|
|
2019
Q2 | $1K | Hold |
86
| – | – | ﹤0.01% | 2767 |
|
|
2019
Q1 | $1K | Sell |
86
-5,475
| -98% | -$63.7K | ﹤0.01% | 2767 |
|
|
2018
Q4 | $52K | Buy |
+5,561
| New | +$52K | ﹤0.01% | 871 |
|
|
2018
Q1 | – | Sell |
-653
| Closed | -$7K | – | 1467 |
|
|
2017
Q4 | $7K | Buy |
+653
| New | +$7K | ﹤0.01% | 981 |
|