Copeland 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-23,492
| Closed | -$2.63M | – | 278 |
|
|
2019
Q4 | $2.63M | Hold |
23,492
| – | – | 0.12% | 117 |
|
|
2019
Q3 | $2.68M | Sell |
23,492
-10,370
| -31% | -$1.18M | 0.14% | 113 |
|
|
2019
Q2 | $3.57M | Hold |
33,862
| – | – | 0.2% | 101 |
|
|
2019
Q1 | $3.49M | Buy |
33,862
+33,843
| +178,121% | +$3.48M | 0.22% | 99 |
|
|
2018
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 230 |
|