MARCUM WEALTH, LLC – Essential Utilities, Inc. Transaction History
MARCUM WEALTH, LLC portfolio value:
$376,000
portfolio value
MARCUM WEALTH, 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 | Increase | +0.03% | 3 shares | -40K | $41.38 | 9.07K |
| Q2 2022 | share | 0.00% | 0 shares | -48K | $45.85 | 9.07K | |
| Q1 2022 | share | 0.00% | 0 shares | -23K | $51.13 | 9.07K | |
| Q4 2021 | share | Decrease | -0.14% | -13 shares | 68K | $53.48 | 9.07K |
| Q3 2021 | share | Increase | +18.96% | 1.44K shares | 70K | $45.82 | 9.08K |
| Q2 2021 | share | Increase | +0.13% | 10 shares | 8K | $45.19 | 7.63K |
| Q1 2021 | share | Increase | 0.00% | 7.62K shares | 341K | $44.01 | 7.62K |