Shira Ridge 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 | $9.4M | Sell |
178,730
-736
| -0.4% | -$38.7K | 4.3% | 5 |
|
|
2025
Q1 | $9.29M | Sell |
179,466
-8,153
| -4% | -$422K | 4.63% | 4 |
|
|
2024
Q4 | $9.53M | Buy |
187,619
+636
| +0.3% | +$32.3K | 4.66% | 4 |
|
|
2024
Q3 | $9.42M | Sell |
186,983
-1,762
| -0.9% | -$88.8K | 4.8% | 4 |
|
|
2024
Q2 | $8.86M | Buy |
188,745
+9,448
| +5% | +$444K | 4.94% | 4 |
|
|
2024
Q1 | $8.47M | Buy |
179,297
+49,207
| +38% | +$2.32M | 4.85% | 4 |
|
|
2023
Q4 | $5.77M | Buy |
130,090
+124,397
| +2,185% | +$5.52M | 3.46% | 7 |
|
|
2023
Q3 | $230K | Buy |
+5,693
| New | +$230K | 0.15% | 64 |
|