Mosaic Family Wealth’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-700
| Closed | -$72K | – | 195 |
|
|
2019
Q1 | $72K | Hold |
700
| – | – | 0.03% | 272 |
|
|
2018
Q4 | $65K | Hold |
700
| – | – | 0.03% | 281 |
|
|
2018
Q3 | $67K | Hold |
700
| – | – | 0.03% | 279 |
|
|
2018
Q2 | $63K | Hold |
700
| – | – | 0.02% | 275 |
|
|
2018
Q1 | $59K | Hold |
700
| – | – | 0.02% | 288 |
|
|
2017
Q4 | $60K | Sell |
700
-87
| -11% | -$7.46K | 0.02% | 299 |
|
|
2017
Q3 | $66K | Buy |
787
+87
| +12% | +$7.3K | 0.03% | 305 |
|
|
2017
Q2 | $58K | Hold |
700
| – | – | 0.02% | 300 |
|
|
2017
Q1 | $55K | Hold |
700
| – | – | 0.02% | 306 |
|
|
2016
Q4 | $52K | Hold |
700
| – | – | 0.02% | 313 |
|
|
2016
Q3 | $52K | Hold |
700
| – | – | 0.02% | 323 |
|
|
2016
Q2 | $57K | Hold |
700
| – | – | 0.03% | 312 |
|
|
2016
Q1 | $51K | Hold |
700
| – | – | 0.02% | 322 |
|
|
2015
Q4 | $44K | Buy |
+700
| New | +$44K | 0.02% | 342 |
|