Curi Wealth 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
-381
Closed -$43K 224
2022
Q2
$43K Buy
381
+75
+25% +$8.47K 0.01% 237
2022
Q1
$36K Hold
306
0.01% 242
2021
Q4
$32K Buy
+306
New +$32K 0.01% 208