Occidental Asset Management, LLC's ownership history for SDY

Occidental Asset Management, LLC currently holds 16.2K shares with a market value of $2.3M. It started holding SDY on 2024-09-30. At its peak, it held 16.2K shares on 2025-03-31. Its highest holding value was $2.3M on 2024-09-30. At its lowest, it held 16.2K shares on 2024-09-30, with a value of $2.1M on 2024-12-31. In the recent 180 days, Occidental Asset Management, LLC has increased its shares by 0. In the recent year, Occidental Asset Management, LLC has increased its shares by 1.