LPWM
Lake Point Wealth Management’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $88K | Hold |
787
| – | – | 0.05% | 45 |
|
|
2022
Q1 | $94K | Hold |
787
| – | – | 0.04% | 41 |
|
|
2021
Q4 | $82K | Hold |
787
| – | – | 0.04% | 50 |
|
|
2021
Q3 | $69K | Hold |
787
| – | – | 0.03% | 52 |
|
|
2021
Q2 | $76K | Buy |
+787
| New | +$76K | 0.04% | 47 |
|
|
2020
Q1 | – | Sell |
-787
| Closed | -$88K | – | 377 |
|
|
2019
Q4 | $88K | Buy |
+787
| New | +$88K | 0.03% | 82 |
|
|
2019
Q2 | $83K | Hold |
787
| – | – | 0.03% | 97 |
|
|
2019
Q1 | $83K | Hold |
787
| – | – | 0.03% | 97 |
|
|
2018
Q4 | $73K | Buy |
+787
| New | +$73K | 0.03% | 231 |
|