Avidian Wealth Enterprises’s Artesian Resources ARTNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,027
| Closed | -$298K | – | 508 |
|
|
2024
Q3 | $298K | Sell |
8,027
-519
| -6% | -$19.3K | 0.01% | 399 |
|
|
2024
Q2 | $300K | Hold |
8,546
| – | – | 0.01% | 381 |
|
|
2024
Q1 | $317K | Sell |
8,546
-193
| -2% | -$7.16K | 0.02% | 345 |
|
|
2023
Q4 | $362K | Hold |
8,739
| – | – | 0.02% | 309 |
|
|
2023
Q3 | $367K | Hold |
8,739
| – | – | 0.03% | 298 |
|
|
2023
Q2 | $413K | Buy |
8,739
+3,300
| +61% | +$156K | 0.03% | 295 |
|
|
2023
Q1 | $301K | Hold |
5,439
| – | – | 0.02% | 380 |
|
|
2022
Q4 | $319K | Hold |
5,439
| – | – | 0.02% | 346 |
|
|
2022
Q3 | $262K | Sell |
5,439
-3,163
| -37% | -$152K | 0.02% | 346 |
|
|
2022
Q2 | $423K | Buy |
+8,602
| New | +$423K | 0.03% | 291 |
|
|
2022
Q1 | – | Sell |
-11,749
| Closed | -$544K | – | 487 |
|
|
2021
Q4 | $544K | Buy |
+11,749
| New | +$544K | 0.03% | 274 |
|