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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$784K	Buy
2025 Q4	$781K	Buy
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