GW Henssler & Associates’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,194
| Closed | -$317K | – | 196 |
|
|
2020
Q1 | $317K | Sell |
3,194
-107
| -3% | -$10.6K | 0.03% | 141 |
|
|
2019
Q4 | $369K | Buy |
3,301
+601
| +22% | +$67.2K | 0.03% | 170 |
|
|
2019
Q3 | $308K | Hold |
2,700
| – | – | 0.03% | 175 |
|
|
2019
Q2 | $285K | Sell |
2,700
-1,882
| -41% | -$199K | 0.03% | 185 |
|
|
2019
Q1 | $472K | Buy |
+4,582
| New | +$472K | 0.04% | 136 |
|