BerganKDV 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
Q2 | $1.51K | Hold |
13
| – | – | ﹤0.01% | 716 |
|
|
2023
Q1 | $1.46K | Hold |
13
| – | – | ﹤0.01% | 867 |
|
|
2022
Q4 | $1.46K | Hold |
13
| – | – | ﹤0.01% | 838 |
|
|
2022
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 856 |
|
|
2022
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 874 |
|
|
2022
Q1 | $2K | Sell |
13
-110
| -89% | -$16.9K | ﹤0.01% | 834 |
|
|
2021
Q4 | $13K | Buy |
123
+110
| +846% | +$11.6K | ﹤0.01% | 609 |
|
|
2021
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 936 |
|
|
2021
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 878 |
|
|
2021
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 829 |
|
|
2020
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 825 |
|
|
2020
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 757 |
|
|
2020
Q2 | – | Sell |
-25
| Closed | -$2K | – | 955 |
|
|
2020
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 717 |
|
|
2019
Q4 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 695 |
|
|
2019
Q3 | – | Sell |
-16
| Closed | -$2K | – | 689 |
|
|
2019
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 656 |
|