Sandy Spring Bank’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $385K | Sell |
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|
2024
Q4 | $381K | Buy |
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|
2024
Q3 | $392K | Hold |
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|
2024
Q2 | $351K | Sell |
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|
2024
Q1 | $379K | Sell |
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|
2023
Q4 | $380K | Sell |
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|
2023
Q3 | $421K | Sell |
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|
2023
Q2 | $446K | Sell |
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|
2023
Q1 | $492K | Buy |
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|
2022
Q4 | $505K | Sell |
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|
2022
Q3 | $507K | Buy |
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|
2022
Q2 | $524K | Buy |
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|
2022
Q1 | $477K | Sell |
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|
2021
Q4 | $459K | Sell |
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|
2021
Q3 | $438K | Sell |
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|
2021
Q2 | $477K | Sell |
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|
2021
Q1 | $505K | Sell |
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|
2020
Q4 | $429K | Sell |
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|
2020
Q3 | $407K | Buy |
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|
2020
Q2 | $383K | Sell |
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|
2020
Q1 | $389K | Sell |
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|
2019
Q4 | $573K | Hold |
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|
2019
Q3 | $554K | Buy |
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|
2019
Q2 | $494K | Sell |
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|
2019
Q1 | $528K | Sell |
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|
2018
Q4 | $551K | Buy |
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|
2018
Q3 | $478K | Sell |
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|
2018
Q2 | $585K | Sell |
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|
2018
Q1 | $654K | Sell |
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|
2017
Q4 | $962K | Sell |
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|
2017
Q3 | $1.21M | Sell |
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|
2017
Q2 | $1.3M | Sell |
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|
2017
Q1 | $1.36M | Sell |
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|
2016
Q4 | $1.36M | Buy |
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|
2016
Q3 | $1.27M | Sell |
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|
2016
Q2 | $1.27M | Buy |
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|
2016
Q1 | $1.16M | Buy |
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|
2015
Q4 | $1.03M | Buy |
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|
2015
Q3 | $995K | Sell |
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|
2015
Q2 | $1.27M | Sell |
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|
2015
Q1 | $1.42M | Buy |
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|
2014
Q4 | $1.34M | Buy |
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|
2014
Q3 | $1.23M | Buy |
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|
2014
Q2 | $1.1M | Buy |
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|
2014
Q1 | $850K | Sell |
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|
2013
Q4 | $929K | Buy |
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|
2013
Q3 | $596K | Buy |
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|
2013
Q2 | $568K | Buy |
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