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

Alta Wealth Advisors’s Portfolio YLDE Stock Details YLDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$526K	Buy
2025 Q2	–	Sell
2025 Q1	$501K	Hold
2024 Q4	$491K	Sell
2024 Q3	$510K	Hold
2024 Q2	$476K	Buy