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

Joel Adams & Associates, Inc. currently holds 4.4K shares with a market value of $644.6K. It started holding SDY on 2025-03-31. At its peak, it held 4.4K shares on 2026-03-31. Its highest holding value was $644.6K on 2026-03-31. 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 increased its shares by 2.8K. In the recent year, Joel Adams & Associates, Inc. has increased its shares by 2.3K.