Accel Wealth Management’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-200
| Closed | -$22.5K | – | 219 |
|
|
2023
Q1 | $22.5K | Hold |
200
| – | – | 0.01% | 673 |
|
|
2022
Q4 | $22.4K | Hold |
200
| – | – | 0.01% | 521 |
|
|
2022
Q3 | $21K | Sell |
200
-250
| -56% | -$26.3K | 0.01% | 541 |
|
|
2022
Q2 | $50K | Hold |
450
| – | – | 0.03% | 343 |
|
|
2022
Q1 | $55K | Hold |
450
| – | – | 0.03% | 351 |
|
|
2021
Q4 | $47K | Buy |
450
+250
| +125% | +$26.1K | 0.02% | 392 |
|
|
2021
Q3 | $18K | Hold |
200
| – | – | 0.01% | 522 |
|
|
2021
Q2 | $19K | Hold |
200
| – | – | 0.01% | 554 |
|
|
2021
Q1 | $20K | Hold |
200
| – | – | 0.02% | 501 |
|
|
2020
Q4 | $19K | Buy |
+200
| New | +$19K | 0.02% | 502 |
|