HWMA
YLDE icon

Heritage Wealth Management (Arizona)’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio YLDE Stock Details YLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,639
Closed -$62K – 933
2021
Q1 		$62K Buy
+1,639
New +$62K 0.03% 334