GWMIA
Global Wealth Management Investment Advisory’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-264
| Closed | -$26K | – | 453 |
|
|
2020
Q2 | $26K | Hold |
264
| – | – | 0.01% | 250 |
|
|
2020
Q1 | $26K | Hold |
264
| – | – | 0.01% | 226 |
|
|
2019
Q4 | $30K | Hold |
264
| – | – | 0.01% | 228 |
|
|
2019
Q3 | $30K | Hold |
264
| – | – | 0.01% | 212 |
|
|
2019
Q2 | $28K | Hold |
264
| – | – | 0.01% | 228 |
|
|
2019
Q1 | $27K | Hold |
264
| – | – | 0.01% | 271 |
|
|
2018
Q4 | $24K | Buy |
+264
| New | +$24K | 0.01% | 277 |
|