BHBT
Burke & Herbert Bank & Trust’s iShares Select Dividend ETF DVY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.56M | Buy |
41,828
+280
| +0.7% | +$37.2K | 1.24% | 17 |
|
2025
Q1 | $5.58M | Sell |
41,548
-620
| -1% | -$83.3K | 1.34% | 16 |
|
2024
Q4 | $5.54M | Sell |
42,168
-159
| -0.4% | -$20.9K | 1.31% | 17 |
|
2024
Q3 | $5.72M | Buy |
42,327
+1,074
| +3% | +$145K | 1.33% | 16 |
|
2024
Q2 | $4.99M | Buy |
+41,253
| New | +$4.99M | 1.21% | 17 |
|