Wilson & Boucher Capital Management’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,100
| Closed | -$285K | – | 111 |
|
|
2025
Q1 | $285K | Hold |
2,100
| – | – | 0.21% | 95 |
|
|
2024
Q4 | $277K | Hold |
2,100
| – | – | 0.2% | 99 |
|
|
2024
Q3 | $298K | Hold |
2,100
| – | – | 0.21% | 97 |
|
|
2024
Q2 | $267K | Hold |
2,100
| – | – | 0.2% | 98 |
|
|
2024
Q1 | $276K | Hold |
2,100
| – | – | 0.22% | 96 |
|
|
2023
Q4 | $262K | Hold |
2,100
| – | – | 0.22% | 93 |
|
|
2023
Q3 | $242K | Hold |
2,100
| – | – | 0.23% | 89 |
|
|
2023
Q2 | $257K | Hold |
2,100
| – | – | 0.23% | 91 |
|
|
2023
Q1 | $260K | Hold |
2,100
| – | – | 0.25% | 85 |
|
|
2022
Q4 | $263K | Hold |
2,100
| – | – | 0.27% | 81 |
|
|
2022
Q3 | $234K | Hold |
2,100
| – | – | 0.27% | 81 |
|
|
2022
Q2 | $249K | Hold |
2,100
| – | – | 0.27% | 84 |
|
|
2022
Q1 | $269K | Hold |
2,100
| – | – | 0.24% | 88 |
|
|
2021
Q4 | $271K | Buy |
+2,100
| New | +$271K | 0.24% | 90 |
|