EWM
Evercore Wealth Management’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-75
| Closed | -$6K | – | 384 |
|
|
2017
Q4 | $6K | Sell |
75
-190
| -72% | -$15.2K | ﹤0.01% | 842 |
|
|
2017
Q3 | $22K | Hold |
265
| – | – | ﹤0.01% | 696 |
|
|
2017
Q2 | $22K | Buy |
+265
| New | +$22K | ﹤0.01% | 698 |
|
|
2015
Q3 | – | Sell |
-200
| Closed | -$10K | – | 958 |
|
|
2015
Q2 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 898 |
|