Simplicity Solutions’s Atmos Energy ATO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,785
Closed -$201K 1067
2023
Q1
$201K Buy
+1,785
New +$201K 0.01% 1020
2019
Q2
Sell
-2,397
Closed -$247K 663
2019
Q1
$247K Sell
2,397
-125
-5% -$12.9K 0.01% 608
2018
Q4
$234K Buy
+2,522
New +$234K 0.03% 521