INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Essential Utilities, Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$511,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. 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 | 0.00% | 0 shares | -55K | $41.38 | 12.34K | |
| Q2 2022 | share | 0.00% | 0 shares | -65K | $45.85 | 12.34K | |
| Q1 2022 | share | 0.00% | 0 shares | -32K | $51.13 | 12.34K | |
| Q4 2021 | share | Decrease | -1.59% | -200 shares | 85K | $53.48 | 12.34K |
| Q3 2021 | share | 0.00% | 0 shares | 5K | $45.82 | 12.54K | |
| Q2 2021 | share | 0.00% | 0 shares | 12K | $45.19 | 12.54K | |
| Q1 2021 | share | 0.00% | 0 shares | -32K | $44.01 | 12.54K | |
| Q4 2020 | share | 0.00% | 0 shares | 88K | $46.27 | 12.54K | |
| Q3 2020 | share | Increase | +2.45% | 300 shares | -12K | $39.16 | 12.54K |
| Q2 2020 | share | Increase | +0.82% | 100 shares | 23K | $40.87 | 12.24K |
| Q1 2020 | share | Increase | 0.00% | 12.14K shares | 494K | $39.15 | 12.14K |