KOMWMG
Kerntke Otto McGlone Wealth Management Group’s BlackRock Corporate High Yield Fund HYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15,263
| Closed | -$145K | – | 52 |
|
|
2022
Q2 | $145K | Buy |
+15,263
| New | +$145K | 0.22% | 52 |
|
|
2022
Q1 | – | Sell |
-15,926
| Closed | -$197K | – | 48 |
|
|
2021
Q4 | $197K | Buy |
+15,926
| New | +$197K | 0.24% | 66 |
|
|
2021
Q3 | – | Sell |
-15,439
| Closed | -$190K | – | 78 |
|
|
2021
Q2 | $190K | Buy |
15,439
+238
| +2% | +$2.93K | 0.08% | 128 |
|
|
2021
Q1 | $178K | Buy |
15,201
+246
| +2% | +$2.88K | 0.09% | 121 |
|
|
2020
Q4 | $171K | Buy |
14,955
+247
| +2% | +$2.82K | 0.1% | 116 |
|
|
2020
Q3 | $157K | Sell |
14,708
-2,938
| -17% | -$31.4K | 0.12% | 105 |
|
|
2020
Q2 | $179K | Buy |
17,646
+346
| +2% | +$3.51K | 0.16% | 98 |
|
|
2020
Q1 | $152K | Sell |
17,300
-4,257
| -20% | -$37.4K | 0.17% | 85 |
|
|
2019
Q4 | $241K | Buy |
+21,557
| New | +$241K | 0.2% | 92 |
|