BCM
Beaumont Capital Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Buy |
4,384
+2,223
| +103% | +$302K | 0.41% | 40 |
|
|
2025
Q1 | $293K | Sell |
2,161
-20,024
| -90% | -$2.72M | 0.22% | 53 |
|
|
2024
Q4 | $2.93M | Buy |
+22,185
| New | +$2.93M | 2.26% | 16 |
|
|
2023
Q1 | – | Sell |
-6,962
| Closed | -$871K | – | 50 |
|
|
2022
Q4 | $871K | Buy |
6,962
+1,891
| +37% | +$237K | 0.61% | 32 |
|
|
2022
Q3 | $565K | Buy |
+5,071
| New | +$565K | 0.56% | 28 |
|
|
2021
Q4 | – | Sell |
-5,158
| Closed | -$606K | – | 51 |
|
|
2021
Q3 | $606K | Buy |
+5,158
| New | +$606K | 0.52% | 28 |
|