YHB INVESTMENT ADVISORS, INC. – SPDR S&P Dividend ETF Transaction History
YHB INVESTMENT ADVISORS, INC. portfolio value:
$650,000
portfolio value
YHB INVESTMENT ADVISORS, INC. quarter portfolio value change:
-6.06%
quarter
SPDR S&P Dividend ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.78% | 102 shares | -30K | $111.5 | 5.83K |
| Q2 2022 | share | Increase | +3.79% | 209 shares | -27K | $118.69 | 5.72K |
| Q1 2022 | share | Increase | +23.16% | 1.03K shares | 128K | $128.11 | 5.52K |
| Q4 2021 | share | Increase | +21.60% | 796 shares | 146K | $128.84 | 4.48K |
| Q3 2021 | share | Decrease | -5.49% | -214 shares | -44K | $117.55 | 3.68K |
| Q2 2021 | share | Increase | +15.52% | 524 shares | 67K | $121.41 | 3.9K |
| Q1 2021 | share | Increase | +8.52% | 265 shares | 80K | $116.45 | 3.37K |
| Q4 2020 | share | Increase | +20.02% | 519 shares | 90K | $103.79 | 3.11K |
| Q3 2020 | share | Increase | 0.00% | 2.59K shares | 240K | $89.7 | 2.59K |