TAM
Trillium Asset Management’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,648
| Closed | -$349K | – | 234 |
|
|
2020
Q3 | $349K | Sell |
3,648
-378
| -9% | -$36.2K | 0.01% | 203 |
|
|
2020
Q2 | $401K | Sell |
4,026
-347
| -8% | -$34.6K | 0.02% | 202 |
|
|
2020
Q1 | $434K | Sell |
4,373
-244
| -5% | -$24.2K | 0.02% | 198 |
|
|
2019
Q4 | $516K | Sell |
4,617
-19,259
| -81% | -$2.15M | 0.02% | 207 |
|
|
2019
Q3 | $2.72M | Buy |
23,876
+306
| +1% | +$34.8K | 0.13% | 143 |
|
|
2019
Q2 | $2.49M | Buy |
23,570
+2,320
| +11% | +$245K | 0.12% | 150 |
|
|
2019
Q1 | $2.19M | Buy |
21,250
+330
| +2% | +$34K | 0.11% | 151 |
|
|
2018
Q4 | $1.94M | Buy |
20,920
+822
| +4% | +$76.2K | 0.11% | 153 |
|
|
2018
Q3 | $1.89M | Buy |
20,098
+453
| +2% | +$42.5K | 0.09% | 163 |
|
|
2018
Q2 | $1.77M | Buy |
19,645
+16,050
| +446% | +$1.45M | 0.09% | 161 |
|
|
2018
Q1 | $303K | Buy |
+3,595
| New | +$303K | 0.02% | 210 |
|