MPS Loria Financial Planners’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-407
| Closed | -$40K | – | 131 |
|
|
2021
Q1 | $40K | Hold |
407
| – | – | 0.02% | 180 |
|
|
2020
Q4 | $38K | Buy |
407
+9
| +2% | +$840 | 0.02% | 180 |
|
|
2020
Q3 | $38K | Hold |
398
| – | – | 0.02% | 160 |
|
|
2020
Q2 | $40K | Buy |
+398
| New | +$40K | 0.02% | 155 |
|
|
2017
Q3 | – | Sell |
-398
| Closed | -$35K | – | 96 |
|
|
2017
Q2 | $35K | Buy |
+398
| New | +$35K | 0.02% | 179 |
|