RGT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-5,000
| Closed | -$421K | – | 44 |
|
|
2018
Q1 | $421K | Hold |
5,000
| – | – | 0.2% | 48 |
|
|
2017
Q4 | $429K | Hold |
5,000
| – | – | 0.23% | 44 |
|
|
2017
Q3 | $419K | Hold |
5,000
| – | – | 0.28% | 39 |
|
|
2017
Q2 | $415K | Hold |
5,000
| – | – | 0.28% | 40 |
|
|
2017
Q1 | $395K | Hold |
5,000
| – | – | 0.27% | 47 |
|
|
2016
Q4 | $371K | Hold |
5,000
| – | – | 0.21% | 60 |
|
|
2016
Q3 | $372K | Buy |
+5,000
| New | +$372K | 0.23% | 60 |
|