Joel Adams & Associates, Inc.'s ownership history for SDY

Joel Adams & Associates, Inc. currently holds 1.6K shares with a market value of $222.6K. It started holding SDY on 2025-03-31. At its peak, it held 2.1K shares on 2025-03-31. Its highest holding value was $283.7K on 2025-03-31. At its lowest, it held 1.6K shares on 2025-09-30, with a value of $222.6K on 2025-09-30. In the recent 180 days, Joel Adams & Associates, Inc. has decreased its shares by 502.