Geneos Wealth Management’s Artesian Resources ARTNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,495
| Closed | -$54K | – | 2260 |
|
|
2018
Q1 | $54K | Hold |
1,495
| – | – | ﹤0.01% | 963 |
|
|
2017
Q4 | $57K | Hold |
1,495
| – | – | 0.01% | 941 |
|
|
2017
Q3 | $56K | Sell |
1,495
-38
| -2% | -$1.42K | 0.01% | 894 |
|
|
2017
Q2 | $57K | Buy |
1,533
+1
| +0.1% | +$37 | 0.01% | 872 |
|
|
2017
Q1 | $49K | Hold |
1,532
| – | – | 0.01% | 890 |
|
|
2016
Q4 | $48K | Hold |
1,532
| – | – | 0.01% | 851 |
|
|
2016
Q3 | $43K | Buy |
1,532
+226
| +17% | +$6.34K | 0.01% | 872 |
|
|
2016
Q2 | $44K | Hold |
1,306
| – | – | 0.01% | 851 |
|
|
2016
Q1 | $36K | Buy |
+1,306
| New | +$36K | 0.01% | 898 |
|