YHB INVESTMENT ADVISORS, INC. – LPL Financial Holdings Inc. Transaction History
YHB INVESTMENT ADVISORS, INC. portfolio value:
$252,000
portfolio value
YHB INVESTMENT ADVISORS, INC. quarter portfolio value change:
+18.43%
quarter
LPL Financial Holdings Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -35.17% | -626 shares | -76K | $218.48 | 1.15K |
| Q2 2022 | share | 0.00% | 0 shares | 3K | $184.48 | 1.78K | |
| Q1 2022 | share | Decrease | -25.21% | -600 shares | -56K | $182.68 | 1.78K |
| Q4 2021 | share | 0.00% | 0 shares | 8K | $161.87 | 2.38K | |
| Q3 2021 | share | 0.00% | 0 shares | 52K | $156.52 | 2.38K | |
| Q2 2021 | share | 0.00% | 0 shares | -30K | $134.55 | 2.38K | |
| Q1 2021 | share | Decrease | -40.20% | -1.6K shares | -64K | $141.47 | 2.38K |
| Q4 2020 | share | Increase | +50.47% | 1.33K shares | 212K | $103.53 | 3.98K |
| Q3 2020 | share | Increase | 0.00% | 2.64K shares | 203K | $75.95 | 2.64K |