Jaffetilchin Investment Partners’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-39
| Closed | -$5.41K | – | 440 |
|
|
2024
Q3 | $5.41K | Buy |
+39
| New | +$5.41K | ﹤0.01% | 1014 |
|
|
2023
Q3 | – | Sell |
-2,752
| Closed | -$320K | – | 340 |
|
|
2023
Q2 | $320K | Buy |
+2,752
| New | +$320K | 0.03% | 272 |
|
|
2020
Q1 | – | Sell |
-3,786
| Closed | -$423K | – | 160 |
|
|
2019
Q4 | $423K | Sell |
3,786
-1,335
| -26% | -$149K | 0.09% | 136 |
|
|
2019
Q3 | $583K | Buy |
5,121
+1,297
| +34% | +$148K | 0.14% | 99 |
|
|
2019
Q2 | $404K | Buy |
+3,824
| New | +$404K | 0.09% | 156 |
|
|
2016
Q3 | – | Sell |
-2,485
| Closed | -$202K | – | 219 |
|
|
2016
Q2 | $202K | Buy |
+2,485
| New | +$202K | 0.06% | 206 |
|
|
2015
Q2 | – | Sell |
-7,008
| Closed | -$388K | – | 198 |
|
|
2015
Q1 | $388K | Buy |
+7,008
| New | +$388K | 0.12% | 138 |
|