Bernard Wealth Management Corp.'s ownership history for SDY

Bernard Wealth Management Corp. currently holds 694 shares with a market value of $96.6K. It started holding SDY on 2024-12-31. At its peak, it held 694 shares on 2025-03-31. Its highest holding value was $97.2K on 2025-09-30. At its lowest, it held 551 shares on 2024-12-31, with a value of $68.0K on 2024-12-31. In the recent 180 days, Bernard Wealth Management Corp. has increased its shares by 0. In the recent year, Bernard Wealth Management Corp. has increased its shares by 143.