Disciplined Investments’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-213
| Closed | -$24.8K | – | 215 |
|
|
2023
Q2 | $24.8K | Sell |
213
-2
| -0.9% | -$233 | 0.01% | 268 |
|
|
2023
Q1 | $24.2K | Sell |
215
-1
| -0.5% | -$112 | 0.01% | 296 |
|
|
2022
Q4 | $24.2K | Sell |
216
-1
| -0.5% | -$112 | 0.01% | 272 |
|
|
2022
Q3 | $22K | Buy |
217
+1
| +0.5% | +$101 | 0.01% | 301 |
|
|
2022
Q2 | $24K | Buy |
216
+1
| +0.5% | +$111 | 0.01% | 300 |
|
|
2022
Q1 | $26K | Buy |
215
+15
| +8% | +$1.81K | 0.01% | 300 |
|
|
2021
Q4 | $21K | Hold |
200
| – | – | 0.01% | 300 |
|
|
2021
Q3 | $18K | Buy |
+200
| New | +$18K | 0.01% | 276 |
|