WEALTHCARE ADVISORY PARTNERS LLC – Essential Utilities, Inc. Transaction History
WEALTHCARE ADVISORY PARTNERS LLC portfolio value:
$1.07M
portfolio value
WEALTHCARE ADVISORY PARTNERS 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 | -0.62% | -161 shares | -123K | $41.38 | 25.87K |
| Q2 2022 | share | Decrease | -17.80% | -5.63K shares | -426K | $45.85 | 26.03K |
| Q1 2022 | share | Increase | +21.49% | 5.60K shares | 220K | $51.13 | 31.67K |
| Q4 2021 | share | Increase | +30.53% | 6.09K shares | 480K | $53.48 | 26.07K |
| Q3 2021 | share | Decrease | -1.28% | -260 shares | -5K | $45.82 | 19.97K |
| Q2 2021 | share | Increase | +0.02% | 4 shares | 20K | $45.19 | 20.23K |
| Q1 2021 | share | Increase | +0.02% | 4 shares | -52K | $44.01 | 20.23K |
| Q4 2020 | share | Increase | +2.14% | 424 shares | 160K | $46.27 | 20.22K |
| Q3 2020 | share | Increase | +0.06% | 11 shares | -39K | $39.16 | 19.80K |
| Q2 2020 | share | Increase | +0.01% | 2 shares | 30K | $40.87 | 19.79K |
| Q1 2020 | share | Increase | 0.00% | 19.79K shares | 806K | $39.15 | 19.79K |