OAM
Optimal Asset Management’s Atmos Energy ATO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $2.11M | Buy |
23,891
+22
| +0.1% | +$1.94K | 0.26% | 142 |
|
2021
Q2 | $2.29M | Hold |
23,869
| – | – | 0.27% | 137 |
|
2021
Q1 | $2.36M | Buy |
23,869
+9,900
| +71% | +$978K | 0.31% | 123 |
|
2020
Q4 | $1.33M | Buy |
13,969
+13
| +0.1% | +$1.24K | 0.19% | 184 |
|
2020
Q3 | $1.33M | Buy |
13,956
+518
| +4% | +$49.5K | 0.19% | 172 |
|
2020
Q2 | $1.34M | Sell |
13,438
-16,887
| -56% | -$1.68M | 0.22% | 156 |
|
2020
Q1 | $3.01K | Buy |
30,325
+10,273
| +51% | +$1.02K | 0.28% | 119 |
|
2019
Q4 | $2.24M | Buy |
+20,052
| New | +$2.24M | 0.34% | 100 |
|