Barrett & Company’s Syntax Stratified MidCap ETF SMDY Stock Holding History

Barrett & Company’s Portfolio SMDY Stock Details SMDY Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$18.8K	Hold
2024 Q1	$19.3K	Hold
2023 Q4	$18.1K	Hold
2023 Q3	$16.3K	Hold
2023 Q2	$17.2K	Buy