Caldwell Trust Co's ownership history for SDY

Caldwell Trust Co currently holds 2.2K shares with a market value of $307.7K. It started holding SDY on 2019-12-31. At its peak, it held 3.0K shares on 2022-06-30. Its highest holding value was $356.7K on 2022-06-30. At its lowest, it held 1.7K shares on 2020-12-31, with a value of $170.7K on 2020-03-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 0. In the recent year, Caldwell Trust Co has increased its shares by 0.