Baystate Wealth Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $33K | Buy |
284
+2
| +0.7% | +$232 | ﹤0.01% | 454 |
|
|
2023
Q3 | $30K | Sell |
282
-9
| -3% | -$956 | ﹤0.01% | 413 |
|
|
2023
Q2 | $33.9K | Buy |
291
+12
| +4% | +$1.4K | ﹤0.01% | 386 |
|
|
2023
Q1 | $31.4K | Buy |
279
+2
| +0.7% | +$225 | ﹤0.01% | 400 |
|
|
2022
Q4 | $31K | Buy |
277
+2
| +0.7% | +$224 | ﹤0.01% | 400 |
|
|
2022
Q3 | $28K | Buy |
275
+1
| +0.4% | +$102 | ﹤0.01% | 384 |
|
|
2022
Q2 | $31K | Buy |
274
+2
| +0.7% | +$226 | ﹤0.01% | 381 |
|
|
2022
Q1 | $33K | Buy |
272
+2
| +0.7% | +$243 | ﹤0.01% | 380 |
|
|
2021
Q4 | $28K | Buy |
270
+2
| +0.7% | +$207 | ﹤0.01% | 411 |
|
|
2021
Q3 | $24K | Buy |
268
+1
| +0.4% | +$90 | ﹤0.01% | 390 |
|
|
2021
Q2 | $26K | Buy |
267
+2
| +0.8% | +$195 | ﹤0.01% | 355 |
|
|
2021
Q1 | $26K | Buy |
265
+2
| +0.8% | +$196 | ﹤0.01% | 329 |
|
|
2020
Q4 | $25K | Buy |
263
+1
| +0.4% | +$95 | ﹤0.01% | 319 |
|
|
2020
Q3 | $25K | Buy |
262
+252
| +2,520% | +$24K | ﹤0.01% | 292 |
|
|
2020
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 580 |
|
|
2020
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 532 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 552 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 506 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 529 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 540 |
|
|
2018
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 545 |
|
|
2018
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 562 |
|
|
2018
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 581 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 542 |
|
|
2017
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 546 |
|
|
2017
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 529 |
|
|
2017
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 545 |
|
|
2017
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 509 |
|