Ropes 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
2023
Q3
$249K Hold
2,349
0.05% 232
2023
Q2
$273K Buy
+2,349
New +$273K 0.05% 233
2015
Q4
Sell
-2,000
Closed -$116K 471
2015
Q3
$116K Buy
+2,000
New +$116K 0.06% 178