Howe & Rusling’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-26
| Closed | -$2K | – | 977 |
|
|
2021
Q2 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 776 |
|
|
2020
Q4 | – | Sell |
-115
| Closed | -$11K | – | 925 |
|
|
2020
Q3 | $11K | Buy |
+115
| New | +$11K | ﹤0.01% | 428 |
|
|
2020
Q2 | – | Sell |
-1,307
| Closed | -$130K | – | 799 |
|
|
2020
Q1 | $130K | Hold |
1,307
| – | – | 0.03% | 173 |
|
|
2019
Q4 | $146K | Hold |
1,307
| – | – | 0.02% | 206 |
|
|
2019
Q3 | $149K | Hold |
1,307
| – | – | 0.03% | 213 |
|
|
2019
Q2 | $138K | Hold |
1,307
| – | – | 0.02% | 217 |
|
|
2019
Q1 | $134K | Hold |
1,307
| – | – | 0.02% | 218 |
|
|
2018
Q4 | $121K | Hold |
1,307
| – | – | 0.03% | 191 |
|
|
2018
Q3 | $123K | Hold |
1,307
| – | – | 0.02% | 186 |
|
|
2018
Q2 | $118K | Sell |
1,307
-6
| -0.5% | -$542 | 0.02% | 186 |
|
|
2018
Q1 | $111K | Buy |
+1,313
| New | +$111K | 0.02% | 203 |
|
|
2017
Q2 | – | Sell |
-63
| Closed | -$5K | – | 951 |
|
|
2017
Q1 | $5K | Hold |
63
| – | – | ﹤0.01% | 652 |
|
|
2016
Q4 | $5K | Hold |
63
| – | – | ﹤0.01% | 659 |
|
|
2016
Q3 | $5K | Buy |
+63
| New | +$5K | ﹤0.01% | 656 |
|