Ameliora Wealth Management’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 | $211K | Hold |
4,017
| – | – | 0.08% | 99 |
|
|
2025
Q1 | $208K | Hold |
4,017
| – | – | 0.08% | 94 |
|
|
2024
Q4 | $204K | Hold |
4,017
| – | – | 0.08% | 97 |
|
|
2024
Q3 | $202K | Hold |
4,017
| – | – | 0.08% | 80 |
|
|
2024
Q2 | $190K | Hold |
4,017
| – | – | 0.09% | 85 |
|
|
2024
Q1 | $190K | Hold |
4,017
| – | – | 0.09% | 92 |
|
|
2023
Q4 | $178K | Hold |
4,017
| – | – | 0.09% | 82 |
|
|
2023
Q3 | $162K | Buy |
4,017
+1,221
| +44% | +$49.2K | 0.1% | 84 |
|
|
2023
Q2 | $118K | Hold |
2,796
| – | – | 0.07% | 94 |
|
|
2023
Q1 | $1.11K | Hold |
2,796
| – | – | ﹤0.01% | 210 |
|
|
2022
Q4 | $1.09K | Buy |
+2,796
| New | +$1.09K | ﹤0.01% | 223 |
|