Sandy Spring Bank’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-372
| Closed | -$30K | – | 921 |
|
|
2019
Q4 | $30K | Hold |
372
| – | – | ﹤0.01% | 544 |
|
|
2019
Q3 | $27K | Hold |
372
| – | – | ﹤0.01% | 567 |
|
|
2019
Q2 | $27K | Hold |
372
| – | – | ﹤0.01% | 560 |
|
|
2019
Q1 | $26K | Hold |
372
| – | – | ﹤0.01% | 537 |
|
|
2018
Q4 | $23K | Hold |
372
| – | – | ﹤0.01% | 548 |
|
|
2018
Q3 | $27K | Hold |
372
| – | – | ﹤0.01% | 548 |
|
|
2018
Q2 | $25K | Hold |
372
| – | – | ﹤0.01% | 554 |
|
|
2018
Q1 | $25K | Hold |
372
| – | – | ﹤0.01% | 564 |
|
|
2017
Q4 | $25K | Hold |
372
| – | – | ﹤0.01% | 560 |
|
|
2017
Q3 | $23K | Hold |
372
| – | – | ﹤0.01% | 554 |
|
|
2017
Q2 | $23K | Hold |
372
| – | – | ﹤0.01% | 563 |
|
|
2017
Q1 | $22K | Sell |
372
-134
| -26% | -$7.93K | ﹤0.01% | 577 |
|
|
2016
Q4 | $29K | Buy |
506
+134
| +36% | +$7.68K | ﹤0.01% | 521 |
|
|
2016
Q3 | $20K | Hold |
372
| – | – | ﹤0.01% | 552 |
|
|
2016
Q2 | $19K | Buy |
+372
| New | +$19K | ﹤0.01% | 563 |
|