Advantage Investment Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-318
| Closed | -$27K | – | 999 |
|
|
2017
Q4 | $27K | Buy |
318
+18
| +6% | +$1.53K | 0.01% | 516 |
|
|
2017
Q3 | $25K | Hold |
300
| – | – | 0.01% | 511 |
|
|
2017
Q2 | $25K | Buy |
+300
| New | +$25K | 0.01% | 515 |
|
|
2016
Q2 | – | Sell |
-156
| Closed | -$12K | – | 864 |
|
|
2016
Q1 | $12K | Hold |
156
| – | – | 0.01% | 531 |
|
|
2015
Q4 | $10K | Buy |
156
+60
| +63% | +$3.85K | 0.01% | 557 |
|
|
2015
Q3 | $6K | Hold |
96
| – | – | ﹤0.01% | 620 |
|
|
2015
Q2 | $5K | Hold |
96
| – | – | ﹤0.01% | 685 |
|
|
2015
Q1 | $5K | Buy |
+96
| New | +$5K | ﹤0.01% | 680 |
|