Commonwealth Equity Services
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Commonwealth Equity Services’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Commonwealth Equity Services’s Portfolio YLDE Stock Details YLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$531K Buy
2025
Q2 		$413K Sell
2025
Q1 		$414K Buy
2024
Q4 		$401K Buy
2024
Q3 		$353K Sell
2024
Q2 		$336K Buy
2024
Q1 		$338K Buy
2023
Q4 		$318K Hold
2023
Q3 		$289K Buy