Cetera Investment Advisers’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 | $1.63M | Buy |
30,910
+15,094
| +95% | +$794K | ﹤0.01% | 2004 |
|
|
2025
Q1 | $819K | Hold |
15,816
| – | – | ﹤0.01% | 2429 |
|
|
2024
Q4 | $803K | Buy |
15,816
+1,838
| +13% | +$93.3K | ﹤0.01% | 2319 |
|
|
2024
Q3 | $704K | Buy |
13,978
+313
| +2% | +$15.8K | ﹤0.01% | 2377 |
|
|
2024
Q2 | $642K | Buy |
13,665
+1,655
| +14% | +$77.7K | ﹤0.01% | 2402 |
|
|
2024
Q1 | $567K | Buy |
+12,010
| New | +$567K | ﹤0.01% | 2507 |
|