Walled Lake Planning & Wealth 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 | $315K | Hold |
32,320
| – | – | 0.1% | 103 |
|
2025
Q1 | $310K | Hold |
32,320
| – | – | 0.11% | 97 |
|
2024
Q4 | $317K | Hold |
32,320
| – | – | 0.12% | 104 |
|
2024
Q3 | $325K | Hold |
32,320
| – | – | 0.12% | 94 |
|
2024
Q2 | $313K | Hold |
32,320
| – | – | 0.13% | 91 |
|
2024
Q1 | $316K | Buy |
32,320
+21,150
| +189% | +$207K | 0.13% | 81 |
|
2023
Q4 | $105K | Hold |
11,170
| – | – | 0.05% | 102 |
|
2023
Q3 | $96.4K | Buy |
+11,170
| New | +$96.4K | 0.05% | 101 |
|
2021
Q1 | – | Sell |
-142
| Closed | -$2K | – | 337 |
|
2020
Q4 | $2K | Sell |
142
-136
| -49% | -$1.92K | ﹤0.01% | 283 |
|
2020
Q3 | $3K | Buy |
278
+6
| +2% | +$65 | ﹤0.01% | 278 |
|
2020
Q2 | $3K | Buy |
272
+7
| +3% | +$77 | ﹤0.01% | 266 |
|
2020
Q1 | $2K | Buy |
+265
| New | +$2K | ﹤0.01% | 272 |
|