Fortis Capital 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
Q2
Sell
-406
Closed -$45.6K 145
2023
Q1
$45.6K Buy
406
+24
+6% +$2.7K 0.02% 295
2022
Q4
$42.8K Buy
+382
New +$42.8K 0.03% 309