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CapWealth Advisors’s Atmos Energy ATO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-600
Closed -$45K 103
2016
Q3
$45K Hold
600
0.01% 145
2016
Q2
$49K Hold
600
0.01% 140
2016
Q1
$45K Hold
600
0.01% 146
2015
Q4
$38K Hold
600
0.01% 129
2015
Q3
$35K Hold
600
0.01% 131
2015
Q2
$31K Hold
600
0.01% 143
2015
Q1
$33K Buy
+600
New +$33K 0.01% 147
2014
Q4
Sell
-600
Closed -$29K 102
2014
Q3
$29K Sell
600
-300
-33% -$14.5K 0.01% 158
2014
Q2
$48K Hold
900
0.01% 143
2014
Q1
$42K Buy
900
+200
+29% +$9.33K 0.01% 140
2013
Q4
$32K Hold
700
0.01% 171
2013
Q3
$30K Hold
700
0.01% 196
2013
Q2
$29K Buy
+700
New +$29K 0.01% 191