Stonebridge Financial Planning Group’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-150
| Closed | -$16K | – | 133 |
|
|
2021
Q4 | $16K | Hold |
150
| – | – | 0.01% | 305 |
|
|
2021
Q3 | $14K | Hold |
150
| – | – | 0.01% | 317 |
|
|
2021
Q2 | $15K | Hold |
150
| – | – | 0.01% | 323 |
|
|
2021
Q1 | $15K | Hold |
150
| – | – | 0.01% | 326 |
|
|
2020
Q4 | $14K | Sell |
150
-50
| -25% | -$4.67K | 0.01% | 300 |
|
|
2020
Q3 | $19K | Hold |
200
| – | – | 0.01% | 268 |
|
|
2020
Q2 | $20K | Hold |
200
| – | – | 0.02% | 266 |
|
|
2020
Q1 | $21K | Hold |
200
| – | – | 0.02% | 238 |
|
|
2019
Q4 | $22K | Buy |
+200
| New | +$22K | 0.02% | 233 |
|