B. Riley Wealth Advisors’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,085
| Closed | -$708K | – | 1471 |
|
|
2023
Q2 | $708K | Buy |
+6,085
| New | +$708K | 0.02% | 699 |
|
|
2018
Q1 | – | Sell |
-2,834
| Closed | -$244K | – | 673 |
|
|
2017
Q4 | $244K | Sell |
2,834
-3
| -0.1% | -$258 | 0.03% | 518 |
|
|
2017
Q3 | $238K | Sell |
2,837
-38
| -1% | -$3.19K | 0.04% | 443 |
|
|
2017
Q2 | $239K | Sell |
2,875
-81
| -3% | -$6.73K | 0.04% | 432 |
|
|
2017
Q1 | $234K | Sell |
2,956
-918
| -24% | -$72.7K | 0.05% | 422 |
|
|
2016
Q4 | $288K | Sell |
3,874
-1,699
| -30% | -$126K | 0.06% | 358 |
|
|
2016
Q3 | $415K | Sell |
5,573
-124
| -2% | -$9.23K | 0.08% | 309 |
|
|
2016
Q2 | $464K | Sell |
5,697
-76
| -1% | -$6.19K | 0.09% | 269 |
|
|
2016
Q1 | $429K | Buy |
5,773
+1,419
| +33% | +$105K | 0.1% | 253 |
|
|
2015
Q4 | $275K | Buy |
+4,354
| New | +$275K | 0.06% | 391 |
|
|
2015
Q1 | – | Sell |
-300
| Closed | -$17 | – | 664 |
|
|
2014
Q4 | $17 | Buy |
+300
| New | +$17 | ﹤0.01% | 2612 |
|
|
2014
Q3 | – | Sell |
-300
| Closed | -$16K | – | 736 |
|
|
2014
Q2 | $16K | Buy |
+300
| New | +$16K | ﹤0.01% | 1564 |
|