RBA
Richard Bernstein Advisors’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-58,938
| Closed | -$6.86M | – | 208 |
|
|
2023
Q2 | $6.86M | Sell |
58,938
-5,831
| -9% | -$678K | 0.14% | 49 |
|
|
2023
Q1 | $7.28M | Hold |
64,769
| – | – | 0.15% | 51 |
|
|
2022
Q4 | $7.26M | Hold |
64,769
| – | – | 0.16% | 54 |
|
|
2022
Q3 | $6.6M | Sell |
64,769
-5,909
| -8% | -$602K | 0.16% | 57 |
|
|
2022
Q2 | $7.92M | Hold |
70,678
| – | – | 0.17% | 57 |
|
|
2022
Q1 | $8.45M | Buy |
+70,678
| New | +$8.45M | 0.17% | 64 |
|
|
2020
Q2 | – | Sell |
-30,192
| Closed | -$3M | – | 253 |
|
|
2020
Q1 | $3M | Hold |
30,192
| – | – | 0.11% | 109 |
|
|
2019
Q4 | $3.38M | Hold |
30,192
| – | – | 0.11% | 141 |
|
|
2019
Q3 | $3.44M | Hold |
30,192
| – | – | 0.11% | 137 |
|
|
2019
Q2 | $3.19M | Buy |
+30,192
| New | +$3.19M | 0.11% | 144 |
|