MERITAGE PORTFOLIO MANAGEMENT's ownership history for SPDW

MERITAGE PORTFOLIO MANAGEMENT currently holds 10.5K shares with a market value of $467.0K. It started holding SPDW on 2024-09-30. At its peak, it held 10.9K shares on 2025-06-30. Its highest holding value was $467.0K on 2025-12-31. At its lowest, it held 9.2K shares on 2025-03-31, with a value of $388 on 2024-09-30. In the recent 180 days, MERITAGE PORTFOLIO MANAGEMENT has decreased its shares by 404. In the recent year, MERITAGE PORTFOLIO MANAGEMENT has increased its shares by 795.