IFP Advisors’s Artesian Resources ARTNA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Hold |
0
| – | -$63 | – | 4329 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 4184 |
|
2023
Q1 | – | Sell |
-100
| Closed | -$4K | – | 3409 |
|
2022
Q4 | $4K | Sell |
100
-100
| -50% | -$4K | ﹤0.01% | 3851 |
|
2022
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 3750 |
|
2022
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 3507 |
|
2022
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 3507 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 3380 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 3088 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 3023 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 2953 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 2850 |
|
2019
Q4 | – | Sell |
-800
| Closed | -$30K | – | 2848 |
|
2019
Q3 | $30K | Buy |
+800
| New | +$30K | ﹤0.01% | 1584 |
|
2019
Q1 | $26K | Hold |
700
| – | – | ﹤0.01% | 1218 |
|
2018
Q4 | $24K | Hold |
700
| – | – | ﹤0.01% | 1987 |
|
2018
Q3 | $26K | Hold |
700
| – | – | ﹤0.01% | 2282 |
|
2018
Q2 | $27K | Hold |
700
| – | – | ﹤0.01% | 2257 |
|
2018
Q1 | $27K | Hold |
700
| – | – | ﹤0.01% | 2195 |
|
2017
Q4 | $27K | Sell |
700
-5,450
| -89% | -$210K | ﹤0.01% | 2192 |
|
2017
Q3 | $232K | Hold |
6,150
| – | – | 0.01% | 1054 |
|
2017
Q2 | $231K | Hold |
6,150
| – | – | 0.01% | 1036 |
|
2017
Q1 | $200K | Hold |
6,150
| – | – | 0.01% | 1110 |
|
2016
Q4 | $196K | Buy |
6,150
+100
| +2% | +$3.19K | 0.01% | 1062 |
|
2016
Q3 | $173K | Hold |
6,050
| – | – | 0.01% | 1064 |
|
2016
Q2 | $205K | Buy |
6,050
+5,350
| +764% | +$181K | 0.01% | 954 |
|
2016
Q1 | $26K | Sell |
700
-4,300
| -86% | -$160K | ﹤0.01% | 1218 |
|
2015
Q4 | $138K | Buy |
+5,000
| New | +$138K | 0.01% | 1003 |
|