Financial Architects (New Jersey)’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-150
| Closed | -$15K | – | 307 |
|
|
2020
Q2 | $15K | Sell |
150
-55
| -27% | -$5.55K | ﹤0.01% | 585 |
|
|
2020
Q1 | $20K | Hold |
205
| – | – | 0.01% | 507 |
|
|
2019
Q4 | $23K | Hold |
205
| – | – | 0.01% | 548 |
|
|
2019
Q3 | $23K | Hold |
205
| – | – | 0.01% | 566 |
|
|
2019
Q2 | $22K | Hold |
205
| – | – | ﹤0.01% | 692 |
|
|
2019
Q1 | $21K | Hold |
205
| – | – | ﹤0.01% | 871 |
|
|
2018
Q4 | $19K | Hold |
205
| – | – | ﹤0.01% | 811 |
|
|
2018
Q3 | $19K | Hold |
205
| – | – | ﹤0.01% | 933 |
|
|
2018
Q2 | $18K | Hold |
205
| – | – | ﹤0.01% | 832 |
|
|
2018
Q1 | $17K | Hold |
205
| – | – | ﹤0.01% | 919 |
|
|
2017
Q4 | $18K | Hold |
205
| – | – | ﹤0.01% | 983 |
|
|
2017
Q3 | $17K | Hold |
205
| – | – | ﹤0.01% | 989 |
|
|
2017
Q2 | $17K | Hold |
205
| – | – | ﹤0.01% | 995 |
|
|
2017
Q1 | $16K | Hold |
205
| – | – | ﹤0.01% | 997 |
|
|
2016
Q4 | $15K | Hold |
205
| – | – | ﹤0.01% | 902 |
|
|
2016
Q3 | $15K | Hold |
205
| – | – | ﹤0.01% | 910 |
|
|
2016
Q2 | $17K | Sell |
205
-85
| -29% | -$6.3K | ﹤0.01% | 830 |
|
|
2016
Q1 | $22K | Buy |
+290
| New | +$19.9K | 0.01% | 564 |
|
|
2015
Q3 | – | Sell |
-340
| Closed | -$17K | – | 255 |
|
|
2015
Q2 | $17K | Hold |
340
| – | – | 0.01% | 671 |
|
|
2015
Q1 | $19K | Buy |
340
+135
| +66% | +$7.43K | 0.01% | 583 |
|
|
2014
Q4 | $11K | Sell |
205
-209
| -50% | -$11K | ﹤0.01% | 639 |
|
|
2014
Q3 | $12K | Buy |
414
+209
| +102% | +$10.4K | 0.01% | 550 |
|
|
2014
Q2 | $11K | Buy |
+205
| New | +$10.4K | 0.01% | 610 |
|
|
2013
Q4 | – | Sell |
-1,115
| Closed | -$48K | – | 177 |
|
|
2013
Q3 | $48K | Buy |
1,115
+910
| +444% | +$38.4K | 0.03% | 252 |
|
|
2013
Q2 | $8K | Buy |
+205
| New | +$8.74K | 0.01% | 487 |
|
Other funds holding ATO
MAM
PAMU
