WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $40K | Hold |
3,670
| – | – | 0.01% | 751 |
|
|
2017
Q1 | $40K | Buy |
3,670
+1,670
| +84% | +$18.2K | 0.01% | 720 |
|
|
2016
Q4 | $22K | Hold |
2,000
| – | – | 0.01% | 907 |
|
|
2016
Q3 | $22K | Sell |
2,000
-176
| -8% | -$1.94K | 0.01% | 920 |
|
|
2016
Q2 | $23K | Hold |
2,176
| – | – | 0.01% | 885 |
|
|
2016
Q1 | $22K | Buy |
2,176
+2,000
| +1,136% | +$20.2K | 0.01% | 862 |
|
|
2015
Q4 | $2K | Hold |
176
| – | – | ﹤0.01% | 1364 |
|
|
2015
Q3 | $2K | Hold |
176
| – | – | ﹤0.01% | 1409 |
|
|
2015
Q2 | $2K | Sell |
176
-2,566
| -94% | -$29.2K | ﹤0.01% | 1479 |
|
|
2015
Q1 | $31K | Sell |
2,742
-34,138
| -93% | -$386K | 0.01% | 858 |
|
|
2014
Q4 | $420K | Hold |
36,880
| – | – | 0.08% | 258 |
|
|
2014
Q3 | $436K | Hold |
36,880
| – | – | 0.08% | 281 |
|
|
2014
Q2 | $453K | Sell |
36,880
-1,239
| -3% | -$15.2K | 0.08% | 271 |
|
|
2014
Q1 | $467K | Sell |
38,119
-925
| -2% | -$11.3K | 0.09% | 254 |
|
|
2013
Q4 | $475K | Buy |
39,044
+32,119
| +464% | +$391K | 0.07% | 323 |
|
|
2013
Q3 | $81K | Hold |
6,925
| – | – | 0.01% | 767 |
|
|
2013
Q2 | $83K | Buy |
+6,925
| New | +$83K | 0.01% | 724 |
|