Alta Wealth Advisors’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,674	Closed	-$501K	–	153
2025 Q1	$501K	Hold	9,674	–	–	0.23%	80
2024 Q4	$491K	Sell	9,674 -456	-5%	-$23.2K	0.21%	88
2024 Q3	$510K	Hold	10,130	–	–	0.23%	85
2024 Q2	$476K	Buy	+10,130	New	+$476K	0.24%	79