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Donaldson Capital Management’s Atmos Energy ATO Stock Holding History

Donaldson Capital Management’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-4,356
Closed -$419K – 258
2021
Q2 		$419K Sell
4,356
-589
-12% -$59.1K 0.02% 202
2021
Q1 		$489K Buy
4,945
+363
+8% +$33K 0.03% 172
2020
Q4 		$437K Sell
4,582
-655
-13% -$63.2K 0.03% 180
2020
Q3 		$501K Buy
5,237
+620
+13% +$61.9K 0.03% 145
2020
Q2 		$460K Buy
4,617
+170
+4% +$17.1K 0.03% 136
2020
Q1 		$441K Buy
4,447
+926
+26% +$102K 0.04% 123
2019
Q4 		$394K Buy
3,521
+644
+22% +$70.6K 0.03% 155
2019
Q3 		$328K Buy
2,877
+659
+30% +$72K 0.02% 153
2019
Q2 		$234K Buy
+2,218
New +$227K 0.02% 156

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