J.W. Burns & Co’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 |
-4,825
| Closed | -$464K | – | 181 |
|
|
2021
Q2 | $464K | Sell |
4,825
-725
| -13% | -$69.7K | 0.07% | 130 |
|
|
2021
Q1 | $549K | Sell |
5,550
-500
| -8% | -$49.5K | 0.09% | 120 |
|
|
2020
Q4 | $577K | Buy |
6,050
+90
| +2% | +$8.58K | 0.1% | 114 |
|
|
2020
Q3 | $570K | Buy |
5,960
+1,225
| +26% | +$117K | 0.11% | 103 |
|
|
2020
Q2 | $472K | Hold |
4,735
| – | – | 0.1% | 111 |
|
|
2020
Q1 | $470K | Buy |
4,735
+2,655
| +128% | +$264K | 0.13% | 105 |
|
|
2019
Q4 | $233K | Buy |
+2,080
| New | +$233K | 0.05% | 152 |
|