Ellevest Inc’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 |
-362
| Closed | -$40.7K | – | 464 |
|
|
2023
Q1 | $40.7K | Sell |
362
-7,821
| -96% | -$879K | ﹤0.01% | 659 |
|
|
2022
Q4 | $917K | Sell |
8,183
-214
| -3% | -$24K | 0.08% | 68 |
|
|
2022
Q3 | $855K | Buy |
8,397
+2,629
| +46% | +$268K | 0.08% | 55 |
|
|
2022
Q2 | $647K | Buy |
5,768
+676
| +13% | +$75.8K | 0.06% | 78 |
|
|
2022
Q1 | $608K | Buy |
5,092
+1,225
| +32% | +$146K | 0.05% | 87 |
|
|
2021
Q4 | $405K | Buy |
3,867
+724
| +23% | +$75.8K | 0.04% | 150 |
|
|
2021
Q3 | $277K | Buy |
3,143
+750
| +31% | +$66.1K | 0.03% | 209 |
|
|
2021
Q2 | $230K | Buy |
2,393
+562
| +31% | +$54K | 0.02% | 228 |
|
|
2021
Q1 | $181K | Buy |
1,831
+219
| +14% | +$21.6K | 0.02% | 242 |
|
|
2020
Q4 | $154K | Sell |
1,612
-357
| -18% | -$34.1K | 0.02% | 218 |
|
|
2020
Q3 | $188K | Buy |
1,969
+428
| +28% | +$40.9K | 0.03% | 140 |
|
|
2020
Q2 | $153K | Buy |
1,541
+509
| +49% | +$50.5K | 0.03% | 135 |
|
|
2020
Q1 | $102K | Buy |
1,032
+558
| +118% | +$55.2K | 0.03% | 136 |
|
|
2019
Q4 | $53K | Buy |
474
+471
| +15,700% | +$52.7K | 0.01% | 179 |
|
|
2019
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 507 |
|