Valeo Financial 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 |
-250
| Closed | -$25K | – | 554 |
|
|
2021
Q1 | $25K | Hold |
250
| – | – | ﹤0.01% | 1032 |
|
|
2020
Q4 | $24K | Hold |
250
| – | – | ﹤0.01% | 959 |
|
|
2020
Q3 | $24K | Sell |
250
-30
| -11% | -$2.88K | ﹤0.01% | 843 |
|
|
2020
Q2 | $28K | Buy |
280
+13
| +5% | +$1.3K | ﹤0.01% | 888 |
|
|
2020
Q1 | $28K | Buy |
267
+17
| +7% | +$1.78K | ﹤0.01% | 756 |
|
|
2019
Q4 | $28K | Hold |
250
| – | – | ﹤0.01% | 823 |
|
|
2019
Q3 | $28K | Hold |
250
| – | – | ﹤0.01% | 748 |
|
|
2019
Q2 | $26K | Sell |
250
-15
| -6% | -$1.56K | ﹤0.01% | 768 |
|
|
2019
Q1 | $27K | Buy |
265
+250
| +1,667% | +$25.5K | ﹤0.01% | 685 |
|
|
2018
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1350 |
|
|
2018
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1572 |
|