TWA
TCI Wealth Advisors’s BlackRock Corporate High Yield Fund HYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-15,150
| Closed | -$185K | – | 2385 |
|
|
2021
Q3 | $185K | Buy |
15,150
+8,150
| +116% | +$99.5K | 0.03% | 186 |
|
|
2021
Q2 | $86K | Buy |
+7,000
| New | +$86K | 0.01% | 288 |
|
|
2020
Q2 | – | Sell |
-9,306
| Closed | -$82K | – | 1533 |
|
|
2020
Q1 | $82K | Buy |
9,306
+4,075
| +78% | +$35.9K | 0.04% | 224 |
|
|
2019
Q4 | $59K | Buy |
5,231
+142
| +3% | +$1.6K | 0.02% | 340 |
|
|
2019
Q3 | $55K | Buy |
5,089
+3,042
| +149% | +$32.9K | 0.02% | 305 |
|
|
2019
Q2 | $22K | Sell |
2,047
-10,039
| -83% | -$108K | 0.01% | 448 |
|
|
2019
Q1 | $124K | Buy |
12,086
+6,086
| +101% | +$62.4K | 0.05% | 199 |
|
|
2018
Q4 | $56K | Buy |
6,000
+609
| +11% | +$5.68K | 0.03% | 288 |
|
|
2018
Q3 | $57K | Buy |
5,391
+107
| +2% | +$1.13K | 0.02% | 308 |
|
|
2018
Q2 | $55K | Buy |
5,284
+104
| +2% | +$1.08K | 0.02% | 304 |
|
|
2018
Q1 | $55K | Buy |
5,180
+53
| +1% | +$563 | 0.03% | 311 |
|
|
2017
Q4 | $56K | Buy |
5,127
+127
| +3% | +$1.39K | 0.02% | 321 |
|
|
2017
Q3 | $57K | Buy |
+5,000
| New | +$57K | 0.03% | 294 |
|