Destiny 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,191
| Closed | -$246K | – | 169 |
|
|
2023
Q1 | $246K | Buy |
+2,191
| New | +$246K | 0.05% | 168 |
|
|
2022
Q4 | – | Sell |
-2,642
| Closed | -$269K | – | 681 |
|
|
2022
Q3 | $269K | Buy |
2,642
+680
| +35% | +$69.2K | 0.06% | 152 |
|
|
2022
Q2 | $220K | Buy |
1,962
+1,051
| +115% | +$118K | 0.05% | 162 |
|
|
2022
Q1 | $109K | Buy |
911
+290
| +47% | +$34.7K | 0.02% | 221 |
|
|
2021
Q4 | $65K | Buy |
621
+46
| +8% | +$4.82K | 0.01% | 279 |
|
|
2021
Q3 | $51K | Buy |
+575
| New | +$51K | 0.01% | 290 |
|
|
2021
Q2 | – | Sell |
-375
| Closed | -$37K | – | 207 |
|
|
2021
Q1 | $37K | Sell |
375
-2,453
| -87% | -$242K | 0.01% | 304 |
|
|
2020
Q4 | $270K | Buy |
+2,828
| New | +$270K | 0.06% | 173 |
|