MERITAGE PORTFOLIO MANAGEMENT's ownership history for SDY

MERITAGE PORTFOLIO MANAGEMENT currently holds 3.3K shares with a market value of $460.6K. It started holding SDY on 2024-09-30. At its peak, it held 5.2K shares on 2024-09-30. Its highest holding value was $689.8K on 2024-12-31. At its lowest, it held 3.3K shares on 2025-12-31, with a value of $745 on 2024-09-30. In the recent 180 days, MERITAGE PORTFOLIO MANAGEMENT has decreased its shares by 49. In the recent year, MERITAGE PORTFOLIO MANAGEMENT has decreased its shares by 1.9K.