YHB INVESTMENT ADVISORS, INC. – Energy Select Sector SPDR Fund Transaction History
YHB INVESTMENT ADVISORS, INC. portfolio value:
$627,000
portfolio value
YHB INVESTMENT ADVISORS, INC. quarter portfolio value change:
+0.71%
quarter
Energy Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.07% | -276 shares | -15K | $72.02 | 8.70K |
| Q2 2022 | share | Increase | +0.30% | 27 shares | -43K | $71.51 | 8.98K |
| Q1 2022 | share | Decrease | -4.27% | -399 shares | 166K | $76.44 | 8.95K |
| Q4 2021 | share | Decrease | -8.10% | -825 shares | -11K | $55.36 | 9.35K |
| Q3 2021 | share | Decrease | -7.34% | -806 shares | -62K | $52.09 | 10.17K |
| Q2 2021 | share | Decrease | -0.97% | -108 shares | 55K | $53.2 | 10.98K |
| Q1 2021 | share | Decrease | -15.42% | -2.02K shares | 40K | $47.98 | 11.09K |
| Q4 2020 | share | Decrease | -0.57% | -75 shares | 102K | $36.67 | 13.11K |
| Q3 2020 | share | Increase | +38.53% | 3.66K shares | 35K | $28.59 | 13.19K |
| Q2 2020 | share | Decrease | -16.52% | -1.88K shares | 29K | $35.53 | 9.52K |
| Q1 2020 | share | Increase | +0.38% | 43 shares | -351K | $26.93 | 11.40K |
| Q4 2019 | share | Increase | +148.75% | 6.79K shares | 412K | $54.34 | 11.36K |
| Q3 2019 | share | Increase | +9.99% | 415 shares | 5K | $51.52 | 4.56K |
| Q2 2019 | share | Decrease | -7.26% | -325 shares | -31K | $54.95 | 4.15K |
| Q1 2019 | share | Increase | +1.36% | 60 shares | 43K | $56.51 | 4.47K |
| Q4 2018 | share | Increase | 0.00% | 4.41K shares | 253K | $48.64 | 4.41K |