Janney Montgomery Scott’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $518K | Buy |
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|
2025
Q2 | $490K | Buy |
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|
2025
Q1 | $421K | Buy |
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|
2024
Q4 | $370K | Buy |
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|
2024
Q3 | $316K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $244K | Buy |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | $236K | Buy |
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|
2022
Q4 | $231K | Hold |
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|
2022
Q3 | $205K | Buy |
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|
2022
Q2 | $218K | Hold |
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|
2022
Q1 | $246K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $213K | Buy |
|