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PFS Investments’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

PFS Investments’s Portfolio YLDE Stock Details YLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		$4.65M Buy
109,957
+4,537
+4% +$192K 0.08% 234
2023
Q1 		$4.2M Buy
105,420
+9,363
+10% +$373K 0.07% 226
2022
Q4 		$3.75M Buy
+96,057
New +$3.75M 0.07% 227