Summit Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,200
| Closed | -$210K | – | 126 |
|
|
2021
Q1 | $210K | Sell |
2,200
-416
| -16% | -$39.7K | 0.05% | 108 |
|
|
2020
Q4 | $250K | Hold |
2,616
| – | – | 0.07% | 89 |
|
|
2020
Q3 | $250K | Hold |
2,616
| – | – | 0.07% | 103 |
|
|
2020
Q2 | $260K | Buy |
+2,616
| New | +$260K | 0.07% | 101 |
|
|
2015
Q4 | – | Sell |
-750
| Closed | -$43K | – | 128 |
|
|
2015
Q3 | $43K | Hold |
750
| – | – | 0.03% | 128 |
|
|
2015
Q2 | $38K | Hold |
750
| – | – | 0.02% | 162 |
|
|
2015
Q1 | $39K | Hold |
750
| – | – | 0.03% | 133 |
|
|
2014
Q4 | $42K | Buy |
+750
| New | +$42K | 0.03% | 131 |
|