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Steward Partners Investment Advisory’s Artesian Resources ARTNA Stock Holding History

Steward Partners Investment Advisory’s Portfolio ARTNA Stock Details ARTNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$20.7K – 3567
2023
Q4 		$20.7K Buy
+500
New +$20.9K ﹤0.01% 2394

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Steward Partners Investment Advisory's ARTNA Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Artesian Resources (ARTNA) in Q1 2024, closing a stake of 500 shares — an estimated $20.7K sold.

Steward Partners Investment Advisory first reported a position in ARTNA in Q4 2023 and held it in 1 quarter. The position peaked at $20.7K in Q4 2023. 113 funds tracked by Wall St. Rank hold ARTNA as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining Artesian Resources position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 500 Artesian Resources shares in Q1 2024, an estimated $20.7K.
  • Steward Partners Investment Advisory first reported a position in Artesian Resources in Q4 2023 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Artesian Resources position peaked at $20.7K in Q4 2023.
  • 113 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.