ICA Group Wealth Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $42.3K | Sell |
363
-1,000
| -73% | -$117K | 0.03% | 262 |
|
|
2024
Q1 | $162K | Hold |
1,363
| – | – | 0.03% | 310 |
|
|
2023
Q4 | $158K | Buy |
+1,363
| New | +$158K | 0.04% | 288 |
|
|
2023
Q3 | – | Sell |
-1,363
| Closed | -$159K | – | 300 |
|
|
2023
Q2 | $159K | Hold |
1,363
| – | – | 0.04% | 263 |
|
|
2023
Q1 | $153K | Hold |
1,363
| – | – | 0.04% | 272 |
|
|
2022
Q4 | $155K | Sell |
1,363
-1,440
| -51% | -$163K | 0.04% | 291 |
|
|
2022
Q3 | $285K | Hold |
2,803
| – | – | 0.06% | 271 |
|
|
2022
Q2 | $331K | Hold |
2,803
| – | – | 0.06% | 257 |
|
|
2022
Q1 | $327K | Buy |
+2,803
| New | +$327K | 0.06% | 259 |
|