MODERA WEALTH MANAGEMENT, LLC – Essential Utilities, Inc. Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$1.42M
portfolio value
MODERA 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 | Decrease | -5.71% | -2.08K shares | -249K | $41.38 | 34.36K |
| Q2 2022 | share | Decrease | -1.13% | -416 shares | -214K | $45.85 | 36.45K |
| Q1 2022 | share | Decrease | -6.10% | -2.39K shares | -223K | $51.13 | 36.86K |
| Q4 2021 | share | Increase | +12.88% | 4.47K shares | 505K | $53.48 | 39.25K |
| Q3 2021 | share | Increase | +2.96% | 1K shares | 59K | $45.82 | 34.78K |
| Q2 2021 | share | 0.00% | 0 shares | 32K | $45.19 | 33.78K | |
| Q1 2021 | share | Decrease | -2.99% | -1.04K shares | -135K | $44.01 | 33.78K |
| Q4 2020 | share | Increase | 0.00% | 34.82K shares | 1.64M | $46.27 | 34.82K |