WA
WFG Advisors’s Artesian Resources ARTNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $5.42M | Buy |
144,011
+12,399
| +9% | +$467K | 1.23% | 7 |
|
|
2017
Q1 | $4.29M | Sell |
131,612
-19,172
| -13% | -$624K | 1.14% | 12 |
|
|
2016
Q4 | $4.82M | Sell |
150,784
-4,065
| -3% | -$130K | 1.18% | 8 |
|
|
2016
Q3 | $4.42M | Sell |
154,849
-17,357
| -10% | -$495K | 1.1% | 13 |
|
|
2016
Q2 | $5.84M | Buy |
172,206
+9,636
| +6% | +$327K | 1.56% | 5 |
|
|
2016
Q1 | $4.55M | Buy |
162,570
+6,965
| +4% | +$195K | 1.31% | 9 |
|
|
2015
Q4 | $4.31M | Buy |
155,605
+4,772
| +3% | +$132K | 1.29% | 8 |
|
|
2015
Q3 | $3.64M | Buy |
150,833
+1,043
| +0.7% | +$25.2K | 1.14% | 13 |
|
|
2015
Q2 | $3.16M | Buy |
149,790
+3,470
| +2% | +$73.2K | 0.87% | 19 |
|
|
2015
Q1 | $3.13M | Sell |
146,320
-4,040
| -3% | -$86.4K | 0.87% | 18 |
|
|
2014
Q4 | $3.4M | Buy |
150,360
+7,535
| +5% | +$170K | 0.69% | 18 |
|
|
2014
Q3 | $2.88M | Sell |
142,825
-1,197
| -0.8% | -$24.1K | 0.55% | 25 |
|
|
2014
Q2 | $3.24M | Buy |
144,022
+5,070
| +4% | +$114K | 0.6% | 17 |
|
|
2014
Q1 | $3.12M | Buy |
138,952
+8,912
| +7% | +$200K | 0.63% | 19 |
|
|
2013
Q4 | $2.98M | Buy |
130,040
+9,173
| +8% | +$210K | 0.42% | 44 |
|
|
2013
Q3 | $2.69M | Buy |
120,867
+7,363
| +6% | +$164K | 0.42% | 49 |
|
|
2013
Q2 | $2.53M | Buy |
+113,504
| New | +$2.53M | 0.42% | 48 |
|