Kenfarb & Co’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $478K | Sell |
4,516
-100
| -2% | -$10.6K | 0.44% | 63 |
|
|
2023
Q2 | $537K | Hold |
4,616
| – | – | 0.47% | 62 |
|
|
2023
Q1 | $519K | Sell |
4,616
-310
| -6% | -$34.8K | 0.46% | 61 |
|
|
2022
Q4 | $552K | Hold |
4,926
| – | – | 0.49% | 58 |
|
|
2022
Q3 | $502K | Hold |
4,926
| – | – | 0.48% | 58 |
|
|
2022
Q2 | $589K | Hold |
4,926
| – | – | 0.47% | 59 |
|
|
2022
Q1 | $589K | Hold |
4,926
| – | – | 0.47% | 59 |
|
|
2021
Q4 | $516K | Buy |
+4,926
| New | +$516K | 0.38% | 63 |
|