FWM
Forefront Wealth Management’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $602K | Buy |
5,687
+11
| +0.2% | +$1.17K | 0.85% | 32 |
|
|
2023
Q2 | $660K | Sell |
5,676
-105
| -2% | -$12.2K | 0.87% | 32 |
|
|
2023
Q1 | $650K | Sell |
5,781
-130
| -2% | -$14.6K | 0.85% | 32 |
|
|
2022
Q4 | $662K | Sell |
5,911
-1,352
| -19% | -$152K | 0.89% | 28 |
|
|
2022
Q3 | $740K | Buy |
+7,263
| New | +$740K | 1.03% | 28 |
|