AWA
ARS Wealth Advisors’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,168
| Closed | -$214K | – | 140 |
|
|
2021
Q1 | $214K | Sell |
2,168
-56
| -3% | -$5.53K | 0.05% | 120 |
|
|
2020
Q4 | $212K | Buy |
2,224
+1
| +0% | +$95 | 0.05% | 114 |
|
|
2020
Q3 | $212K | Buy |
2,223
+2
| +0.1% | +$191 | 0.06% | 100 |
|
|
2020
Q2 | $221K | Buy |
2,221
+1
| +0% | +$100 | 0.07% | 89 |
|
|
2020
Q1 | $220K | Buy |
2,220
+2
| +0.1% | +$198 | 0.09% | 79 |
|
|
2019
Q4 | $248K | Buy |
2,218
+1
| +0% | +$112 | 0.07% | 99 |
|
|
2019
Q3 | $252K | Buy |
2,217
+1
| +0% | +$114 | 0.08% | 95 |
|
|
2019
Q2 | $234K | Buy |
2,216
+60
| +3% | +$6.34K | 0.07% | 99 |
|
|
2019
Q1 | $222K | Buy |
2,156
+1
| +0% | +$103 | 0.07% | 102 |
|
|
2018
Q4 | $200K | Buy |
2,155
+1
| +0% | +$93 | 0.07% | 102 |
|
|
2018
Q3 | $202K | Buy |
+2,154
| New | +$202K | 0.07% | 113 |
|