San Luis 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
2022
Q2
Sell
-6,918
Closed -$725K 90
2022
Q1
$725K Hold
6,918
0.35% 64
2021
Q4
$725K Sell
6,918
-7,325
-51% -$768K 0.74% 35
2021
Q3
$1.26M Buy
+14,243
New +$1.26M 0.7% 42