SPDR S&P Dividend shares owned by Bourgeon Capital Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Bourgeon Capital Management
from 13F filings
Historical chart of Bourgeon Capital Management investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Bourgeon Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $55k | 436 | 124.97 |
| 2023-09-30 | $50k | 436 | 115.01 |
| 2023-06-30 | $53k | 436 | 122.58 |
| 2023-03-31 | $54k | 436 | 123.71 |
| 2022-12-31 | $55k | 436 | 125.11 |
| 2022-09-30 | $39k | 346 | 112.72 |
| 2022-06-30 | $41k | 346 | 118.50 |
| 2022-03-31 | $44k | 346 | 127.17 |
| 2021-12-31 | $45k | 346 | 130.06 |
| 2021-09-30 | $41k | 346 | 118.50 |
| 2021-06-30 | $42k | 346 | 121.39 |
| 2021-03-31 | $41k | 346 | 118.50 |
| 2020-12-31 | $37k | 346 | 106.94 |
| 2020-09-30 | $32k | 346 | 92.49 |
| 2020-06-30 | $32k | 346 | 92.49 |
| 2020-03-31 | $67k | 842 | 79.57 |
| 2019-12-31 | $37k | 346 | 106.94 |
| 2019-09-30 | $35k | 346 | 101.16 |
More positions owned by Bourgeon Capital Management
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