Creative Planning’s Artesian Resources ARTNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
+7,952
| New | +$267K | ﹤0.01% | 2997 |
|
|
2024
Q4 | – | Sell |
-8,561
| Closed | -$318K | – | 3562 |
|
|
2024
Q3 | $318K | Buy |
8,561
+1,764
| +26% | +$65.6K | ﹤0.01% | 2470 |
|
|
2024
Q2 | $239K | Sell |
6,797
-3,143
| -32% | -$111K | ﹤0.01% | 2527 |
|
|
2024
Q1 | $369K | Buy |
+9,940
| New | +$369K | ﹤0.01% | 2074 |
|
|
2023
Q4 | – | Sell |
-4,780
| Closed | -$201K | – | 2732 |
|
|
2023
Q3 | $201K | Buy |
+4,780
| New | +$201K | ﹤0.01% | 2229 |
|
|
2021
Q2 | – | Sell |
-12,370
| Closed | -$487K | – | 2006 |
|
|
2021
Q1 | $487K | Sell |
12,370
-798
| -6% | -$31.4K | ﹤0.01% | 1438 |
|
|
2020
Q4 | $488K | Hold |
13,168
| – | – | ﹤0.01% | 1306 |
|
|
2020
Q3 | $454K | Hold |
13,168
| – | – | ﹤0.01% | 1165 |
|
|
2020
Q2 | $478K | Hold |
13,168
| – | – | ﹤0.01% | 1046 |
|
|
2020
Q1 | $492K | Sell |
13,168
-100
| -0.8% | -$3.74K | ﹤0.01% | 946 |
|
|
2019
Q4 | $494K | Sell |
13,268
-700
| -5% | -$26.1K | ﹤0.01% | 1107 |
|
|
2019
Q3 | $517K | Hold |
13,968
| – | – | ﹤0.01% | 1036 |
|
|
2019
Q2 | $519K | Hold |
13,968
| – | – | ﹤0.01% | 1049 |
|
|
2019
Q1 | $521K | Hold |
13,968
| – | – | ﹤0.01% | 1001 |
|
|
2018
Q4 | $487K | Hold |
13,968
| – | – | ﹤0.01% | 974 |
|
|
2018
Q3 | $514K | Hold |
13,968
| – | – | ﹤0.01% | 1052 |
|
|
2018
Q2 | $542K | Buy |
13,968
+100
| +0.7% | +$3.88K | ﹤0.01% | 1021 |
|
|
2018
Q1 | $506K | Hold |
13,868
| – | – | ﹤0.01% | 1070 |
|
|
2017
Q4 | $535K | Buy |
13,868
+497
| +4% | +$19.2K | ﹤0.01% | 1030 |
|
|
2017
Q3 | $505K | Buy |
13,371
+1,303
| +11% | +$49.2K | ﹤0.01% | 1047 |
|
|
2017
Q2 | $454K | Hold |
12,068
| – | – | ﹤0.01% | 1059 |
|
|
2017
Q1 | $393K | Hold |
12,068
| – | – | ﹤0.01% | 1113 |
|
|
2016
Q4 | $385K | Hold |
12,068
| – | – | ﹤0.01% | 1046 |
|
|
2016
Q3 | $344K | Hold |
12,068
| – | – | ﹤0.01% | 1096 |
|
|
2016
Q2 | $409K | Hold |
12,068
| – | – | ﹤0.01% | 878 |
|
|
2016
Q1 | $337K | Buy |
12,068
+70
| +0.6% | +$1.96K | ﹤0.01% | 928 |
|
|
2015
Q4 | $332K | Buy |
11,998
+3,000
| +33% | +$83K | ﹤0.01% | 936 |
|
|
2015
Q3 | $217K | Buy |
+8,998
| New | +$217K | ﹤0.01% | 1144 |
|
|
2015
Q2 | – | Sell |
-5,999
| Closed | -$128K | – | 1168 |
|
|
2015
Q1 | $128K | Buy |
5,999
+999
| +20% | +$21.3K | ﹤0.01% | 1428 |
|
|
2014
Q4 | $113K | Hold |
5,000
| – | – | ﹤0.01% | 1477 |
|
|
2014
Q3 | $101K | Hold |
5,000
| – | – | ﹤0.01% | 1458 |
|
|
2014
Q2 | $112K | Sell |
5,000
-438
| -8% | -$9.81K | ﹤0.01% | 1357 |
|
|
2014
Q1 | $122K | Hold |
5,438
| – | – | ﹤0.01% | 1266 |
|
|
2013
Q4 | $125K | Hold |
5,438
| – | – | ﹤0.01% | 1075 |
|
|
2013
Q3 | $121K | Hold |
5,438
| – | – | ﹤0.01% | 1000 |
|
|
2013
Q2 | $121K | Buy |
+5,438
| New | +$121K | ﹤0.01% | 885 |
|