Parkside Financial Bank & Trust’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.3K	Buy	876 +61	+7%	+$2.4K	﹤0.01%	1097
2025 Q4	$31.3K	Buy	815 +72	+10%	+$2.83K	﹤0.01%	1140
2025 Q3	$29.6K	Buy	743 +2	+0.3%	+$76	﹤0.01%	1114
2025 Q2	$27.5K	Buy	741 +33	+5%	+$1.28K	﹤0.01%	1114
2025 Q1	$28K	Buy	708 +142	+25%	+$5.21K	﹤0.01%	1026
2024 Q4	$20.6K	Hold	566	–	–	﹤0.01%	1085
2024 Q3	$21.8K	Hold	566	–	–	﹤0.01%	1036
2024 Q2	$21.1K	Hold	566	–	–	﹤0.01%	1015
2024 Q1	$21K	Sell	566 -40	-7%	-$1.45K	﹤0.01%	1006
2023 Q4	$22.6K	Buy	606 +534	+742%	+$18.6K	﹤0.01%	950
2023 Q3	$2.47K	Buy	72 +56	+350%	+$2.17K	﹤0.01%	1601
2023 Q2	$639	Buy	16 +6	+60%	+$252	﹤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%	-$883	﹤0.01%	1973
2022 Q1	$1K	Buy	29 +18	+164%	+$869	﹤0.01%	1795
2021 Q4	$1K	Buy	+11	New	+$534	﹤0.01%	1777
2020 Q2	–	Sell	-200	Closed	-$8K	–	1719
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%	809
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%	801
2016 Q3	$6K	Buy	+200	New	+$6.48K	﹤0.01%	819