Charter Oak Capital Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-315
| Closed | -$30K | – | 214 |
|
|
2022
Q2 | $30K | Hold |
315
| – | – | ﹤0.01% | 412 |
|
|
2022
Q1 | $30K | Hold |
315
| – | – | ﹤0.01% | 435 |
|
|
2021
Q4 | $30K | Hold |
315
| – | – | ﹤0.01% | 432 |
|
|
2021
Q3 | $30K | Hold |
315
| – | – | ﹤0.01% | 399 |
|
|
2021
Q2 | $30K | Hold |
315
| – | – | ﹤0.01% | 384 |
|
|
2021
Q1 | $30K | Hold |
315
| – | – | ﹤0.01% | 381 |
|
|
2020
Q4 | $30K | Buy |
+315
| New | +$30K | ﹤0.01% | 363 |
|