Genesee Valley Trust’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-6,917
| Closed | -$383K | – | 276 |
|
|
2015
Q1 | $383K | Sell |
6,917
-241
| -3% | -$13.3K | 0.24% | 131 |
|
|
2014
Q4 | $399K | Sell |
7,158
-3,720
| -34% | -$207K | 0.26% | 116 |
|
|
2014
Q3 | $519K | Sell |
10,878
-2,045
| -16% | -$97.6K | 0.32% | 81 |
|
|
2014
Q2 | $690K | Buy |
12,923
+162
| +1% | +$8.65K | 0.41% | 56 |
|
|
2014
Q1 | $601K | Buy |
12,761
+4,036
| +46% | +$190K | 0.38% | 61 |
|
|
2013
Q4 | $396K | Buy |
8,725
+18
| +0.2% | +$817 | 0.26% | 116 |
|
|
2013
Q3 | $371K | Buy |
+8,707
| New | +$371K | 0.27% | 106 |
|