Cambridge Investment Research 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-24,281
| Closed | -$1.06M | – | 3335 |
|
2021
Q4 | $1.06M | Sell |
24,281
-222
| -0.9% | -$9.65K | ﹤0.01% | 1547 |
|
2021
Q3 | $968K | Buy |
24,503
+1,995
| +9% | +$78.8K | ﹤0.01% | 1556 |
|
2021
Q2 | $896K | Sell |
22,508
-14,749
| -40% | -$587K | ﹤0.01% | 1611 |
|
2021
Q1 | $1.4M | Buy |
37,257
+4,901
| +15% | +$184K | 0.01% | 1214 |
|
2020
Q4 | $1.17M | Buy |
32,356
+21,844
| +208% | +$787K | 0.01% | 1204 |
|
2020
Q3 | $343K | Buy |
+10,512
| New | +$343K | ﹤0.01% | 1848 |
|