YORKBRIDGE WEALTH PARTNERS, LLC – ClearBridge Dividend Strategy ESG ETF Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$277,000
portfolio value
YORKBRIDGE WEALTH PARTNERS, LLC quarter portfolio value change:
-7.22%
quarter
ClearBridge Dividend Strategy ESG ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | 0.00% | 0 shares | -21K | $34.58 | 8.00K | |
Q2 2022 | share | Increase | +16.27% | 1.12K shares | 6K | $37.27 | 8.00K |
Q1 2022 | share | Increase | 0.00% | 6.88K shares | 292K | $42.34 | 6.88K |