Regent Peak Wealth Advisors’s Atmos Energy ATO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,048
Closed -$100K 212
2020
Q4
$100K Buy
+1,048
New +$100K 0.03% 223