Sit Investment Associates’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-1,025
| Closed | -$98K | – | 523 |
|
2020
Q3 | $98K | Sell |
1,025
-1,350
| -57% | -$129K | ﹤0.01% | 479 |
|
2020
Q2 | $237K | Hold |
2,375
| – | – | 0.01% | 418 |
|
2020
Q1 | $236K | Hold |
2,375
| – | – | 0.01% | 420 |
|
2019
Q4 | $266K | Hold |
2,375
| – | – | 0.01% | 421 |
|
2019
Q3 | $270K | Hold |
2,375
| – | – | 0.01% | 418 |
|
2019
Q2 | $251K | Hold |
2,375
| – | – | 0.01% | 436 |
|
2019
Q1 | $244K | Hold |
2,375
| – | – | 0.01% | 446 |
|
2018
Q4 | $220K | Hold |
2,375
| – | – | 0.01% | 450 |
|
2018
Q3 | $223K | Hold |
2,375
| – | – | 0.01% | 446 |
|
2018
Q2 | $214K | Hold |
2,375
| – | – | 0.01% | 478 |
|
2018
Q1 | $200K | Buy |
2,375
+1,550
| +188% | +$131K | ﹤0.01% | 483 |
|
2017
Q4 | $71K | Buy |
825
+585
| +244% | +$50.3K | ﹤0.01% | 512 |
|
2017
Q3 | $20K | Buy |
+240
| New | +$20K | ﹤0.01% | 520 |
|