TAYLOR HOFFMAN WEALTH MANAGEMENT – Essential Utilities, Inc. Transaction History
TAYLOR HOFFMAN WEALTH MANAGEMENT portfolio value:
$732,000
portfolio value
TAYLOR HOFFMAN WEALTH MANAGEMENT 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 | -107K | $41.38 | 17.69K | |
| Q2 2022 | share | 0.00% | 0 shares | -66K | $45.85 | 17.69K | |
| Q1 2022 | share | 0.00% | 0 shares | -45K | $51.13 | 17.69K | |
| Q4 2021 | share | Decrease | -0.84% | -150 shares | 125K | $53.48 | 17.69K |
| Q3 2021 | share | Decrease | -0.56% | -100 shares | 5K | $45.82 | 17.84K |
| Q2 2021 | share | 0.00% | 0 shares | 17K | $45.19 | 17.94K | |
| Q1 2021 | share | 0.00% | 0 shares | -46K | $44.01 | 17.94K | |
| Q4 2020 | share | 0.00% | 0 shares | 127K | $46.27 | 17.94K | |
| Q3 2020 | share | Decrease | -22.30% | -5.15K shares | -254K | $39.16 | 17.94K |
| Q2 2020 | share | Increase | +40.07% | 6.60K shares | 305K | $40.87 | 23.09K |
| Q1 2020 | share | Increase | 0.00% | 16.48K shares | 671K | $39.15 | 16.48K |