PWAG
Polaris Wealth Advisory Group’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $220K | Buy |
+2,080
| New | +$220K | 0.02% | 158 |
|
|
2023
Q2 | – | Sell |
-2,080
| Closed | -$234K | – | 143 |
|
|
2023
Q1 | $234K | Hold |
2,080
| – | – | 0.02% | 159 |
|
|
2022
Q4 | $243K | Hold |
2,080
| – | – | 0.02% | 160 |
|
|
2022
Q3 | $208K | Buy |
+2,080
| New | +$208K | 0.02% | 151 |
|
|
2018
Q4 | – | Sell |
-335
| Closed | -$32K | – | 163 |
|
|
2018
Q3 | $32K | Buy |
+335
| New | +$32K | ﹤0.01% | 282 |
|