Concord Wealth Partners’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-500
| Closed | -$58K | – | 857 |
|
|
2023
Q4 | $58K | Hold |
500
| – | – | 0.01% | 339 |
|
|
2023
Q3 | $53K | Hold |
500
| – | – | 0.01% | 370 |
|
|
2023
Q2 | $58.2K | Hold |
500
| – | – | 0.01% | 342 |
|
|
2023
Q1 | $56.2K | Sell |
500
-153
| -23% | -$17.2K | 0.02% | 327 |
|
|
2022
Q4 | $73.2K | Buy |
+653
| New | +$73.2K | 0.02% | 299 |
|
|
2022
Q3 | – | Sell |
-666
| Closed | -$75K | – | 226 |
|
|
2022
Q2 | $75K | Buy |
666
+1
| +0.2% | +$113 | 0.02% | 303 |
|
|
2022
Q1 | $79K | Buy |
665
+1
| +0.2% | +$119 | 0.02% | 336 |
|
|
2021
Q4 | $70K | Buy |
+664
| New | +$70K | 0.02% | 381 |
|
|
2021
Q3 | – | Sell |
-500
| Closed | -$48K | – | 910 |
|
|
2021
Q2 | $48K | Hold |
500
| – | – | 0.01% | 361 |
|
|
2021
Q1 | $49K | Hold |
500
| – | – | 0.02% | 341 |
|
|
2020
Q4 | $48K | Buy |
+500
| New | +$48K | 0.04% | 212 |
|