DAS
SMDY

Dynamic Advisor Solutions’s Syntax Stratified MidCap ETF SMDY Stock Holding History

Dynamic Advisor Solutions’s Portfolio SMDY Stock Details SMDY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,300
Closed -$210K – 967
2023
Q4 		$210K Sell
5,300
-1,185
-18% -$47K 0.01% 825
2023
Q3 		$239K Buy
6,485
+522
+9% +$19.2K 0.01% 726
2023
Q2 		$231K Buy
+5,963
New +$231K 0.01% 696