Veritable’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,870
| Closed | -$683K | – | 62 |
|
|
2023
Q2 | $683K | Buy |
5,870
+216
| +4% | +$25K | 0.01% | 469 |
|
|
2023
Q1 | $635K | Buy |
5,654
+538
| +11% | +$61.2K | 0.01% | 472 |
|
|
2022
Q4 | $573K | Buy |
5,116
+1,100
| +27% | +$121K | 0.01% | 490 |
|
|
2022
Q3 | $409K | Buy |
4,016
+158
| +4% | +$18.1K | 0.01% | 553 |
|
|
2022
Q2 | $432K | Buy |
3,858
+181
| +5% | +$20.7K | 0.01% | 573 |
|
|
2022
Q1 | $439K | Buy |
3,677
+357
| +11% | +$39K | 0.01% | 601 |
|
|
2021
Q4 | $348K | Buy |
3,320
+381
| +13% | +$36.1K | 0.01% | 674 |
|
|
2021
Q3 | $259K | Buy |
2,939
+61
| +2% | +$5.9K | ﹤0.01% | 747 |
|
|
2021
Q2 | $277K | Buy |
2,878
+20
| +0.7% | +$2K | ﹤0.01% | 711 |
|
|
2021
Q1 | $283K | Sell |
2,858
-4
| -0.1% | -$364 | ﹤0.01% | 679 |
|
|
2020
Q4 | $273K | Sell |
2,862
-387
| -12% | -$37.3K | 0.01% | 658 |
|
|
2020
Q3 | $311K | Sell |
3,249
-88
| -3% | -$8.78K | 0.01% | 564 |
|
|
2020
Q2 | $332K | Sell |
3,337
-474
| -12% | -$47.8K | 0.01% | 571 |
|
|
2020
Q1 | $378K | Buy |
3,811
+166
| +5% | +$18.3K | 0.01% | 501 |
|
|
2019
Q4 | $408K | Sell |
3,645
-8
| -0.2% | -$877 | 0.01% | 576 |
|
|
2019
Q3 | $416K | Buy |
3,653
+93
| +3% | +$10.2K | 0.01% | 559 |
|
|
2019
Q2 | $376K | Buy |
3,560
+457
| +15% | +$46.8K | 0.01% | 582 |
|
|
2019
Q1 | $319K | Sell |
3,103
-1,234
| -28% | -$120K | 0.01% | 626 |
|
|
2018
Q4 | $402K | Buy |
4,337
+233
| +6% | +$22.3K | 0.01% | 515 |
|
|
2018
Q3 | $385K | Buy |
4,104
+70
| +2% | +$6.46K | 0.01% | 567 |
|
|
2018
Q2 | $364K | Buy |
4,034
+178
| +5% | +$15.4K | 0.01% | 580 |
|
|
2018
Q1 | $325K | Buy |
3,856
+206
| +6% | +$16.8K | 0.01% | 610 |
|
|
2017
Q4 | $314K | Buy |
3,650
+760
| +26% | +$66.8K | 0.01% | 618 |
|
|
2017
Q3 | $242K | Hold |
2,890
| – | – | 0.01% | 677 |
|
|
2017
Q2 | $240K | Hold |
2,890
| – | – | 0.01% | 681 |
|
|
2017
Q1 | $228K | Sell |
2,890
-55
| -2% | -$4.22K | 0.01% | 684 |
|
|
2016
Q4 | $218K | Buy |
2,945
+233
| +9% | +$16.8K | 0.01% | 678 |
|
|
2016
Q3 | $202K | Buy |
2,712
+68
| +3% | +$5.23K | 0.01% | 695 |
|
|
2016
Q2 | $215K | Buy |
+2,644
| New | +$196K | 0.01% | 656 |
|
Other funds holding ATO
