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Golden State Wealth Management’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Golden State Wealth Management’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 		$721K Sell
2025
Q2 		$737K Buy
2025
Q1 		$705K Buy
2024
Q4 		$598K Buy
2020
Q4 		– Sell
2020
Q3 		$111K Sell
2020
Q2 		$414K Buy
2020
Q1 		$110K Buy