Berman Capital Advisors’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $28K | Sell |
325
-22
| -6% | -$1.9K | ﹤0.01% | 880 |
|
|
2021
Q2 | $33K | Buy |
347
+8
| +2% | +$761 | 0.01% | 733 |
|
|
2021
Q1 | $33K | Sell |
339
-505
| -60% | -$49.2K | 0.01% | 619 |
|
|
2020
Q4 | $79K | Buy |
844
+575
| +214% | +$53.8K | 0.02% | 295 |
|
|
2020
Q3 | $25K | Buy |
269
+37
| +16% | +$3.44K | 0.01% | 515 |
|
|
2020
Q2 | $23K | Sell |
232
-21
| -8% | -$2.08K | 0.01% | 500 |
|
|
2020
Q1 | $24K | Buy |
253
+63
| +33% | +$5.98K | 0.01% | 447 |
|
|
2019
Q4 | $21K | Buy |
190
+15
| +9% | +$1.66K | 0.01% | 513 |
|
|
2019
Q3 | $20K | Buy |
175
+25
| +17% | +$2.86K | 0.01% | 501 |
|
|
2019
Q2 | $15K | Hold |
150
| – | – | ﹤0.01% | 589 |
|
|
2019
Q1 | $15K | Buy |
150
+87
| +138% | +$8.7K | 0.01% | 522 |
|
|
2018
Q4 | $5K | Buy |
+63
| New | +$5K | ﹤0.01% | 666 |
|