Planning Directions Inc Essential Utilities, Inc. Transaction History

Planning Directions Inc

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$40.65 - $49.0 $28,373 - $34,202	-698 Reduced 11.48%	5,380 $235,000
Q4 2022 Feb 08, 2023	SELL	$39.73 - $48.74 $6,197 - $7,603	-156 Reduced 2.5%	6,078 $290,000
Q3 2022 Nov 08, 2022	BUY	$41.38 - $52.37 $1,075 - $1,361	26 Added 0.42%	6,234 $258,000
Q2 2022 Aug 03, 2022	BUY	$41.42 - $52.59 $27,751 - $35,235	670 Added 12.1%	6,208 $285,000
Q1 2022 May 19, 2022	BUY	$44.8 - $53.13 $985 - $1,168	22 Added 0.4%	5,538 $283,000
Q4 2021 Jan 27, 2022	BUY	$46.24 - $53.69 $8,276 - $9,610	179 Added 3.35%	5,516 $296,000
Q3 2021 Nov 09, 2021	BUY	$46.08 - $51.15 $875 - $971	19 Added 0.36%	5,337 $246,000
Q2 2021 Jul 28, 2021	BUY	$44.72 - $49.09 $849 - $932	19 Added 0.36%	5,318 $243,000
Q1 2021 Apr 28, 2021	BUY	$41.5 - $48.72 $830 - $974	20 Added 0.38%	5,299 $237,000
Q4 2020 Jan 26, 2021	BUY	$40.83 - $48.55 $775 - $922	19 Added 0.36%	5,279 $250,000
Q3 2020 Nov 02, 2020	SELL	$38.53 - $47.81 $6,550 - $8,127	-170 Reduced 3.13%	5,260 $212,000
Q2 2020 Jul 21, 2020	BUY	$38.5 - $46.61 $209,055 - $253,092	5,430 New	5,430 $229,000

674

210M

80.5K

90K

Ticker WTRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 262,291,008
Market Cap $9.22B
Description
Essential Utilities, Inc., through its subsidiaries, operates regulated utilities that provide water, wastewater, or natural gas services in the United States. It offers water services through operating and maintenance contract with municipal authorities and other parties. The company also provides non-utility raw water supply services for firms...

Get notified when there are updates to the investment portfolio of Planning Directions Inc, based on Form 13F filings with the SEC.

Stay updated on Planning Directions Inc with notifications on news.