Shelter Harbor Advisors’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-65,000
| Closed | -$7.27M | – | 2 |
|
|
2019
Q4 | $7.27M | Buy |
+65,000
| New | +$7.27M | 3.79% | 10 |
|
|
2019
Q2 | – | Sell |
-75,000
| Closed | -$7.72M | – | 21 |
|
|
2019
Q1 | $7.72M | Sell |
75,000
-25,000
| -25% | -$2.57M | 3.91% | 12 |
|
|
2018
Q4 | $9.27M | Buy |
+100,000
| New | +$9.27M | 4.58% | 8 |
|
|
2018
Q2 | – | Sell |
-100,000
| Closed | -$8.42M | – | 23 |
|
|
2018
Q1 | $8.42M | Buy |
100,000
+75,000
| +300% | +$6.32M | 4.29% | 12 |
|
|
2017
Q4 | $2.15M | Buy |
+25,000
| New | +$2.15M | 2.54% | 14 |
|