PLANNING DIRECTIONS INC – Essential Utilities, Inc. Transaction History
PLANNING DIRECTIONS INC portfolio value:
$258,000
portfolio value
PLANNING DIRECTIONS INC quarter portfolio value change:
-9.75%
quarter
Essential Utilities, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.42% | 26 shares | -27K | $41.38 | 6.23K |
| Q2 2022 | share | Increase | +12.10% | 670 shares | 2K | $45.85 | 6.20K |
| Q1 2022 | share | Increase | +0.40% | 22 shares | -13K | $51.13 | 5.53K |
| Q4 2021 | share | Increase | +3.35% | 179 shares | 50K | $53.48 | 5.51K |
| Q3 2021 | share | Increase | +0.36% | 19 shares | 3K | $45.82 | 5.33K |
| Q2 2021 | share | Increase | +0.36% | 19 shares | 6K | $45.19 | 5.31K |
| Q1 2021 | share | Increase | +0.38% | 20 shares | -13K | $44.01 | 5.29K |
| Q4 2020 | share | Increase | +0.36% | 19 shares | 38K | $46.27 | 5.27K |
| Q3 2020 | share | Decrease | -3.13% | -170 shares | -17K | $39.16 | 5.26K |
| Q2 2020 | share | Increase | 0.00% | 5.43K shares | 229K | $40.87 | 5.43K |