Wealthcare Advisory Partners’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 |
-850
| Closed | -$84K | – | 641 |
|
|
2021
Q1 | $84K | Buy |
+850
| New | +$84K | 0.01% | 720 |
|
|
2020
Q2 | – | Sell |
-350
| Closed | -$35K | – | 385 |
|
|
2020
Q1 | $35K | Hold |
350
| – | – | 0.01% | 583 |
|
|
2019
Q4 | $39K | Hold |
350
| – | – | 0.01% | 599 |
|
|
2019
Q3 | $40K | Hold |
350
| – | – | 0.01% | 581 |
|
|
2019
Q2 | $37K | Hold |
350
| – | – | 0.01% | 570 |
|
|
2019
Q1 | $36K | Hold |
350
| – | – | 0.01% | 528 |
|
|
2018
Q4 | $32K | Hold |
350
| – | – | 0.01% | 524 |
|
|
2018
Q3 | $33K | Hold |
350
| – | – | 0.01% | 556 |
|
|
2018
Q2 | $32K | Hold |
350
| – | – | 0.01% | 558 |
|
|
2018
Q1 | $29K | Hold |
350
| – | – | 0.01% | 508 |
|
|
2017
Q4 | $30K | Buy |
+350
| New | +$30K | 0.01% | 455 |
|