Parkside Financial Bank & Trust’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.5K | Buy |
741
+33
| +5% | +$1.23K | ﹤0.01% | 1112 |
|
|
2025
Q1 | $28K | Buy |
708
+142
| +25% | +$5.61K | ﹤0.01% | 1024 |
|
|
2024
Q4 | $20.6K | Hold |
566
| – | – | ﹤0.01% | 1084 |
|
|
2024
Q3 | $21.8K | Hold |
566
| – | – | ﹤0.01% | 1035 |
|
|
2024
Q2 | $21.1K | Hold |
566
| – | – | ﹤0.01% | 1014 |
|
|
2024
Q1 | $21K | Sell |
566
-40
| -7% | -$1.48K | ﹤0.01% | 1005 |
|
|
2023
Q4 | $22.6K | Buy |
606
+534
| +742% | +$19.9K | ﹤0.01% | 949 |
|
|
2023
Q3 | $2.47K | Buy |
72
+56
| +350% | +$1.92K | ﹤0.01% | 1601 |
|
|
2023
Q2 | $639 | Buy |
16
+6
| +60% | +$240 | ﹤0.01% | 1878 |
|
|
2023
Q1 | $437 | Hold |
10
| – | – | ﹤0.01% | 1908 |
|
|
2022
Q4 | $477 | Hold |
10
| – | – | ﹤0.01% | 1920 |
|
|
2022
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1971 |
|
|
2022
Q2 | $0 | Sell |
10
-19
| -66% | – | ﹤0.01% | 1973 |
|
|
2022
Q1 | $1K | Buy |
29
+18
| +164% | +$621 | ﹤0.01% | 1795 |
|
|
2021
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1777 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$8K | – | 1718 |
|
|
2020
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 784 |
|
|
2019
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 825 |
|
|
2019
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 813 |
|
|
2019
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 860 |
|
|
2019
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 874 |
|
|
2018
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 842 |
|
|
2018
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 855 |
|
|
2018
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 821 |
|
|
2018
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 808 |
|
|
2017
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 789 |
|
|
2017
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 809 |
|
|
2017
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 817 |
|
|
2017
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 801 |
|
|
2016
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 800 |
|
|
2016
Q3 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 819 |
|