Commonwealth Equity Services’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 | $413K | Sell |
7,849
-147
| -2% | -$7.74K | ﹤0.01% | 3321 |
|
|
2025
Q1 | $414K | Buy |
7,996
+102
| +1% | +$5.28K | ﹤0.01% | 3196 |
|
|
2024
Q4 | $401K | Buy |
7,894
+894
| +13% | +$45.4K | ﹤0.01% | 3154 |
|
|
2024
Q3 | $353K | Sell |
7,000
-164
| -2% | -$8.27K | ﹤0.01% | 3210 |
|
|
2024
Q2 | $336K | Buy |
7,164
+1
| +0% | +$47 | ﹤0.01% | 3199 |
|
|
2024
Q1 | $338K | Buy |
7,163
+1
| +0% | +$47 | ﹤0.01% | 3163 |
|
|
2023
Q4 | $318K | Hold |
7,162
| – | – | ﹤0.01% | 3126 |
|
|
2023
Q3 | $289K | Buy |
+7,162
| New | +$289K | ﹤0.01% | 3074 |
|