FDx Advisors’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 |
-2,282
| Closed | -$265K | – | 635 |
|
|
2023
Q2 | $265K | Buy |
+2,282
| New | +$265K | 0.01% | 636 |
|
|
2017
Q1 | – | Sell |
-6,406
| Closed | -$475K | – | 1124 |
|
|
2016
Q4 | $475K | Buy |
6,406
+292
| +5% | +$21.7K | 0.01% | 788 |
|
|
2016
Q3 | $455K | Buy |
6,114
+190
| +3% | +$14.1K | 0.02% | 658 |
|
|
2016
Q2 | $482K | Sell |
5,924
-428
| -7% | -$34.8K | 0.02% | 606 |
|
|
2016
Q1 | $472K | Buy |
+6,352
| New | +$472K | 0.02% | 593 |
|
|
2015
Q3 | – | Sell |
-6,961
| Closed | -$357K | – | 746 |
|
|
2015
Q2 | $357K | Sell |
6,961
-339
| -5% | -$17.4K | 0.02% | 684 |
|
|
2015
Q1 | $401K | Buy |
7,300
+593
| +9% | +$32.6K | 0.01% | 1068 |
|
|
2014
Q4 | $374K | Sell |
6,707
-2
| -0% | -$112 | 0.02% | 650 |
|
|
2014
Q3 | $320K | Sell |
6,709
-302
| -4% | -$14.4K | 0.02% | 757 |
|
|
2014
Q2 | $374K | Sell |
7,011
-76
| -1% | -$4.05K | 0.02% | 699 |
|
|
2014
Q1 | $334K | Buy |
7,087
+723
| +11% | +$34.1K | 0.03% | 572 |
|
|
2013
Q4 | $289K | Buy |
6,364
+131
| +2% | +$5.95K | 0.03% | 541 |
|
|
2013
Q3 | $265K | Sell |
6,233
-860
| -12% | -$36.6K | 0.03% | 490 |
|
|
2013
Q2 | $291K | Buy |
+7,093
| New | +$291K | 0.04% | 387 |
|