YHB INVESTMENT ADVISORS, INC. – Utilities Select Sector SPDR Fund Transaction History
YHB INVESTMENT ADVISORS, INC. portfolio value:
$500,000
portfolio value
YHB INVESTMENT ADVISORS, INC. quarter portfolio value change:
-6.59%
quarter
Utilities Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.12% | -766 shares | -89K | $65.51 | 7.63K |
| Q2 2022 | share | Decrease | -1.37% | -117 shares | -45K | $70.13 | 8.39K |
| Q1 2022 | share | Decrease | -3.57% | -315 shares | 2K | $74.46 | 8.51K |
| Q4 2021 | share | Decrease | -30.07% | -3.79K shares | -175K | $71.33 | 8.82K |
| Q3 2021 | share | Decrease | -3.70% | -485 shares | -22K | $63.88 | 12.62K |
| Q2 2021 | share | Increase | +9.18% | 1.10K shares | 22K | $62.75 | 13.11K |
| Q1 2021 | share | Decrease | -13.38% | -1.85K shares | -62K | $63.07 | 12.00K |
| Q4 2020 | share | Increase | +3.86% | 515 shares | 76K | $61.3 | 13.86K |
| Q3 2020 | share | Decrease | -2.20% | -300 shares | 23K | $57.56 | 13.34K |
| Q2 2020 | share | Increase | +3.02% | 400 shares | 36K | $54.23 | 13.64K |
| Q1 2020 | share | Decrease | -2.16% | -293 shares | -141K | $52.81 | 13.24K |
| Q4 2019 | share | Increase | +6.82% | 865 shares | 54K | $60.95 | 13.54K |
| Q3 2019 | share | Decrease | -0.59% | -75 shares | 61K | $60.59 | 12.67K |
| Q2 2019 | share | Increase | +3.76% | 462 shares | 45K | $55.38 | 12.75K |
| Q1 2019 | share | Increase | +40.14% | 3.52K shares | 251K | $53.6 | 12.29K |
| Q4 2018 | share | Increase | +2.63% | 225 shares | 14K | $48.4 | 8.77K |
| Q3 2018 | share | Increase | +2.40% | 200 shares | 16K | $47.75 | 8.54K |
| Q2 2018 | share | Decrease | -1.18% | -100 shares | 7K | $46.71 | 8.34K |
| Q1 2018 | share | Decrease | -0.59% | -50 shares | -21K | $45.02 | 8.44K |
| Q4 2017 | share | Decrease | -2.30% | -200 shares | -13K | $46.58 | 8.49K |
| Q3 2017 | share | Increase | +39.45% | 2.46K shares | 137K | $46.47 | 8.69K |
| Q2 2017 | share | 0.00% | 0 shares | 2K | $45.17 | 6.23K | |
| Q1 2017 | share | Increase | +10.84% | 610 shares | 49K | $44.25 | 6.23K |
| Q4 2016 | share | Increase | +17.43% | 835 shares | 38K | $41.57 | 5.62K |
| Q3 2016 | share | Increase | +6.44% | 290 shares | -1K | $41.54 | 4.79K |
| Q2 2016 | share | Decrease | -2.28% | -105 shares | 7K | $44.11 | 4.5K |
| Q1 2016 | share | Increase | 0.00% | 4.60K shares | 229K | $41.38 | 4.60K |