Rational Advisors’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,866
| Closed | -$547K | – | 275 |
|
|
2023
Q1 | $547K | Buy |
+4,866
| New | +$547K | 0.04% | 117 |
|
|
2020
Q4 | – | Sell |
-1,172
| Closed | -$112K | – | 232 |
|
|
2020
Q3 | $112K | Buy |
+1,172
| New | +$112K | 0.05% | 151 |
|
|
2013
Q4 | $91K | Sell |
2,008
-270
| -12% | -$12.2K | 0.01% | 638 |
|
|
2013
Q3 | $97K | Sell |
2,278
-65
| -3% | -$2.77K | 0.01% | 659 |
|
|
2013
Q2 | $96K | Buy |
+2,343
| New | +$96K | 0.01% | 658 |
|