Caldwell Sutter Capital’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 | $71.9K | Buy |
1,366
+68
| +5% | +$3.58K | 0.03% | 312 |
|
|
2025
Q1 | $67.2K | Buy |
1,298
+22
| +2% | +$1.14K | 0.03% | 320 |
|
|
2024
Q4 | $64.8K | Hold |
1,276
| – | – | 0.03% | 327 |
|
|
2024
Q3 | $64.3K | Buy |
1,276
+44
| +4% | +$2.22K | 0.03% | 328 |
|
|
2024
Q2 | $57.9K | Buy |
1,232
+352
| +40% | +$16.5K | 0.03% | 338 |
|
|
2024
Q1 | $41.6K | Buy |
880
+528
| +150% | +$24.9K | 0.02% | 373 |
|
|
2023
Q4 | $15.6K | Buy |
+352
| New | +$15.6K | 0.01% | 495 |
|