High Net Worth Advisory Group’s Atmos Energy ATO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-800
| Closed | -$89.7K | – | 220 |
|
2022
Q4 | $89.7K | Hold |
800
| – | – | 0.03% | 249 |
|
2022
Q3 | $81K | Hold |
800
| – | – | 0.03% | 258 |
|
2022
Q2 | $90K | Sell |
800
-100
| -11% | -$11.3K | 0.04% | 253 |
|
2022
Q1 | $108K | Hold |
900
| – | – | 0.04% | 239 |
|
2021
Q4 | $94K | Buy |
+900
| New | +$94K | 0.03% | 264 |
|