LEVY WEALTH MANAGEMENT GROUP, LLC – Essential Utilities, Inc. Transaction History
LEVY WEALTH MANAGEMENT GROUP, LLC portfolio value:
$374,000
portfolio value
LEVY WEALTH MANAGEMENT GROUP, 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 | +0.01% | 1 shares | -40K | $41.38 | 9.04K |
| Q2 2022 | share | Increase | +0.01% | 1 shares | -48K | $45.85 | 9.04K |
| Q1 2022 | share | Increase | +0.01% | 1 shares | -23K | $51.13 | 9.03K |
| Q4 2021 | share | Decrease | -2.26% | -209 shares | 59K | $53.48 | 9.03K |
| Q3 2021 | share | Increase | +0.01% | 1 shares | 3K | $45.82 | 9.24K |
| Q2 2021 | share | Increase | +0.02% | 2 shares | 9K | $45.19 | 9.24K |
| Q1 2021 | share | Increase | +0.01% | 1 shares | -23K | $44.01 | 9.24K |
| Q4 2020 | share | Increase | 0.00% | 9.24K shares | 437K | $46.27 | 9.24K |