CA
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 |
|