Donaldson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,356
| Closed | -$419K | – | 258 |
|
|
2021
Q2 | $419K | Sell |
4,356
-589
| -12% | -$56.7K | 0.02% | 202 |
|
|
2021
Q1 | $489K | Buy |
4,945
+363
| +8% | +$35.9K | 0.03% | 172 |
|
|
2020
Q4 | $437K | Sell |
4,582
-655
| -13% | -$62.5K | 0.03% | 180 |
|
|
2020
Q3 | $501K | Buy |
5,237
+620
| +13% | +$59.3K | 0.03% | 145 |
|
|
2020
Q2 | $460K | Buy |
4,617
+170
| +4% | +$16.9K | 0.03% | 136 |
|
|
2020
Q1 | $441K | Buy |
4,447
+926
| +26% | +$91.8K | 0.04% | 123 |
|
|
2019
Q4 | $394K | Buy |
3,521
+644
| +22% | +$72.1K | 0.03% | 155 |
|
|
2019
Q3 | $328K | Buy |
2,877
+659
| +30% | +$75.1K | 0.02% | 153 |
|
|
2019
Q2 | $234K | Buy |
+2,218
| New | +$234K | 0.02% | 156 |
|