Golden State Wealth Management’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 | $737K | Buy |
14,005
+380
| +3% | +$20K | 0.09% | 177 |
|
|
2025
Q1 | $705K | Buy |
13,625
+1,850
| +16% | +$95.8K | 0.1% | 160 |
|
|
2024
Q4 | $598K | Buy |
+11,775
| New | +$598K | 0.09% | 175 |
|
|
2020
Q4 | – | Sell |
-3,400
| Closed | -$111K | – | 432 |
|
|
2020
Q3 | $111K | Sell |
3,400
-8,850
| -72% | -$289K | 0.04% | 244 |
|
|
2020
Q2 | $414K | Buy |
12,250
+8,050
| +192% | +$272K | 0.13% | 110 |
|
|
2020
Q1 | $110K | Buy |
+4,200
| New | +$110K | 0.05% | 237 |
|