YHB INVESTMENT ADVISORS, INC. – Duke Energy Corporation Transaction History
YHB INVESTMENT ADVISORS, INC. portfolio value:
$281,000
portfolio value
YHB INVESTMENT ADVISORS, INC. quarter portfolio value change:
-13.24%
quarter
Duke Energy Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.17% | 5 shares | -42K | $93.02 | 3.01K |
| Q2 2022 | share | Increase | +0.13% | 4 shares | -13K | $107.21 | 3.01K |
| Q1 2022 | share | Decrease | -4.54% | -143 shares | 5K | $111.66 | 3.00K |
| Q4 2021 | share | Decrease | -6.47% | -218 shares | 2K | $104.79 | 3.15K |
| Q3 2021 | share | Decrease | -5.94% | -213 shares | -25K | $96.65 | 3.37K |
| Q2 2021 | share | Decrease | -7.13% | -275 shares | -34K | $96.87 | 3.58K |
| Q1 2021 | share | Decrease | -1.76% | -69 shares | 28K | $93.84 | 3.85K |
| Q4 2020 | share | Increase | +24.15% | 764 shares | 80K | $88.07 | 3.92K |
| Q3 2020 | share | Increase | +0.16% | 5 shares | 28K | $84.32 | 3.16K |
| Q2 2020 | share | Decrease | -2.83% | -92 shares | -11K | $75.19 | 3.15K |
| Q1 2020 | share | Increase | +4.67% | 145 shares | -20K | $75.26 | 3.25K |
| Q4 2019 | share | Decrease | -22.39% | -896 shares | -101K | $84.07 | 3.10K |
| Q3 2019 | share | Increase | +5.54% | 210 shares | 49K | $87.42 | 4.00K |
| Q2 2019 | share | Decrease | -2.77% | -108 shares | -16K | $79.63 | 3.79K |
| Q1 2019 | share | Decrease | -14.46% | -659 shares | -42K | $80.36 | 3.89K |
| Q4 2018 | share | Increase | +8.45% | 355 shares | 57K | $76.25 | 4.55K |
| Q3 2018 | share | Decrease | -1.36% | -58 shares | -1K | $69.95 | 4.20K |
| Q2 2018 | share | Increase | +0.05% | 2 shares | 7K | $68.35 | 4.26K |
| Q1 2018 | share | Decrease | -1.91% | -83 shares | -35K | $66.16 | 4.25K |
| Q4 2017 | share | Decrease | -2.89% | -129 shares | -10K | $71.01 | 4.34K |
| Q3 2017 | share | Decrease | -1.87% | -85 shares | -6K | $70.15 | 4.47K |
| Q2 2017 | share | Decrease | -16.10% | -874 shares | -67K | $69.16 | 4.55K |
| Q1 2017 | share | Increase | +1.53% | 82 shares | 33K | $67.16 | 5.43K |
| Q4 2016 | share | Increase | +1.65% | 87 shares | -6K | $62.86 | 5.34K |
| Q3 2016 | share | Decrease | -1.63% | -87 shares | -38K | $64.08 | 5.26K |
| Q2 2016 | share | Decrease | -0.69% | -37 shares | 25K | $67.99 | 5.34K |
| Q1 2016 | share | Decrease | -10.15% | -608 shares | 6K | $63.26 | 5.38K |