BERNARDO WEALTH PLANNING LLC – Essential Utilities, Inc. Transaction History
BERNARDO WEALTH PLANNING LLC portfolio value:
$854,000
portfolio value
BERNARDO WEALTH PLANNING 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 | -104K | $41.38 | 20.89K | |
| Q2 2022 | share | 0.00% | 0 shares | -110K | $45.85 | 20.89K | |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $51.13 | 20.89K | |
| Q4 2021 | share | Increase | 0.00% | 1 shares | 159K | $53.48 | 20.89K |
| Q3 2021 | share | Decrease | -1.06% | -224 shares | -3K | $45.82 | 20.89K |
| Q2 2021 | share | Decrease | -8.84% | -2.04K shares | -71K | $45.19 | 21.11K |
| Q1 2021 | share | Decrease | -10.18% | -2.62K shares | -183K | $44.01 | 23.16K |
| Q4 2020 | share | Increase | +0.01% | 3 shares | 182K | $46.27 | 25.78K |
| Q3 2020 | share | Decrease | -3.48% | -930 shares | -91K | $39.16 | 25.78K |
| Q2 2020 | share | Increase | +0.08% | 21 shares | 42K | $40.87 | 26.71K |
| Q1 2020 | share | Increase | 0.00% | 26.69K shares | 1.08M | $39.15 | 26.69K |