Wilson & Boucher Capital Management, LLC SDY Holdings History
Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$18,711.00
% of Total Estimate Gain
7.20%
Wilson & Boucher Capital Management, LLC's SPDR Dividend ETF Holding Summary
As of 2025-06-30, Wilson & Boucher Capital Management, LLC held - shares of SPDR Dividend ETF(SDY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Wilson & Boucher Capital Management, LLC now holds 0% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2021Q4. In addition, there have been 1 sales at an average price of $132.66 for 2,100.00 shares. Based on historical transaction data and SDY's current price of $139.63, Wilson & Boucher Capital Management, LLC's estimated gain on his SDY holdings is $18,711.00, reflecting a 7.20% gain to date.
Wilson & Boucher Capital Management, LLC SDY ($139.63) Holding Chart
Wilson & Boucher Capital Management, LLC SDY ($139.63) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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