Gerber Kawasaki Wealth & Investment Management’s BlackRock Corporate High Yield Fund HYT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $156K | Buy |
+16,000
| New | +$156K | 0.01% | 309 |
|
2025
Q1 | – | Sell |
-16,000
| Closed | -$157K | – | 300 |
|
2024
Q4 | $157K | Hold |
16,000
| – | – | 0.01% | 279 |
|
2024
Q3 | $161K | Hold |
16,000
| – | – | 0.01% | 280 |
|
2024
Q2 | $155K | Buy |
16,000
+1,000
| +7% | +$9.69K | 0.01% | 273 |
|
2024
Q1 | $147K | Hold |
15,000
| – | – | 0.01% | 271 |
|
2023
Q4 | $141K | Hold |
15,000
| – | – | 0.01% | 253 |
|
2023
Q3 | $129K | Hold |
15,000
| – | – | 0.01% | 244 |
|
2023
Q2 | $134K | Sell |
15,000
-8,500
| -36% | -$75.8K | 0.01% | 248 |
|
2023
Q1 | $205K | Buy |
23,500
+300
| +1% | +$2.62K | 0.02% | 232 |
|
2022
Q4 | $203K | Sell |
23,200
-5,000
| -18% | -$43.7K | 0.02% | 234 |
|
2022
Q3 | $241K | Hold |
28,200
| – | – | 0.02% | 198 |
|
2022
Q2 | $268K | Sell |
28,200
-1,050
| -4% | -$9.98K | 0.03% | 202 |
|
2022
Q1 | $315K | Hold |
29,250
| – | – | 0.03% | 200 |
|
2021
Q4 | $360K | Hold |
29,250
| – | – | 0.03% | 189 |
|
2021
Q3 | $356K | Hold |
29,250
| – | – | 0.05% | 126 |
|
2021
Q2 | $360K | Hold |
29,250
| – | – | 0.04% | 171 |
|
2021
Q1 | $343K | Sell |
29,250
-2,500
| -8% | -$29.3K | 0.04% | 159 |
|
2020
Q4 | $362K | Hold |
31,750
| – | – | 0.05% | 129 |
|
2020
Q3 | $339K | Buy |
31,750
+7,200
| +29% | +$76.9K | 0.07% | 94 |
|
2020
Q2 | $249K | Hold |
24,550
| – | – | 0.06% | 116 |
|
2020
Q1 | $216K | Buy |
24,550
+10,000
| +69% | +$88K | 0.06% | 111 |
|
2019
Q4 | $162K | Buy |
14,550
+4,300
| +42% | +$47.9K | 0.04% | 123 |
|
2019
Q3 | $110K | Buy |
+10,250
| New | +$110K | 0.03% | 125 |
|
2018
Q4 | – | Sell |
-12,350
| Closed | -$131K | – | 120 |
|
2018
Q3 | $131K | Buy |
12,350
+250
| +2% | +$2.65K | 0.04% | 115 |
|
2018
Q2 | $127K | Hold |
12,100
| – | – | 0.04% | 101 |
|
2018
Q1 | $128K | Hold |
12,100
| – | – | 0.04% | 112 |
|
2017
Q4 | $132K | Sell |
12,100
-400
| -3% | -$4.36K | 0.05% | 109 |
|
2017
Q3 | $142K | Buy |
12,500
+1,400
| +13% | +$15.9K | 0.05% | 104 |
|
2017
Q2 | $122K | Buy |
11,100
+600
| +6% | +$6.6K | 0.05% | 114 |
|
2017
Q1 | $115K | Hold |
10,500
| – | – | 0.05% | 119 |
|
2016
Q4 | $113K | Hold |
10,500
| – | – | 0.06% | 98 |
|
2016
Q3 | $113K | Hold |
10,500
| – | – | 0.07% | 94 |
|
2016
Q2 | $109K | Buy |
+10,500
| New | +$109K | 0.07% | 85 |
|