Wealthspire Advisors (Maryland)’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-163
| Closed | -$17K | – | 581 |
|
|
2019
Q1 | $17K | Buy |
163
+7
| +4% | +$730 | ﹤0.01% | 1330 |
|
|
2018
Q4 | $14K | Buy |
156
+62
| +66% | +$5.56K | ﹤0.01% | 1336 |
|
|
2018
Q3 | $9K | Buy |
94
+6
| +7% | +$574 | ﹤0.01% | 1545 |
|
|
2018
Q2 | $8K | Sell |
88
-52
| -37% | -$4.73K | ﹤0.01% | 1607 |
|
|
2018
Q1 | $12K | Sell |
140
-30
| -18% | -$2.57K | ﹤0.01% | 1483 |
|
|
2017
Q4 | $15K | Buy |
170
+53
| +45% | +$4.68K | ﹤0.01% | 1420 |
|
|
2017
Q3 | $10K | Sell |
117
-6
| -5% | -$513 | ﹤0.01% | 1564 |
|
|
2017
Q2 | $10K | Buy |
123
+51
| +71% | +$4.15K | ﹤0.01% | 1517 |
|
|
2017
Q1 | $6K | Sell |
72
-361
| -83% | -$30.1K | ﹤0.01% | 1475 |
|
|
2016
Q4 | $32K | Hold |
433
| – | – | ﹤0.01% | 884 |
|
|
2016
Q3 | $32K | Hold |
433
| – | – | 0.01% | 906 |
|
|
2016
Q2 | $35K | Sell |
433
-325
| -43% | -$26.3K | 0.01% | 816 |
|
|
2016
Q1 | $56K | Buy |
758
+325
| +75% | +$24K | 0.01% | 675 |
|
|
2015
Q4 | $27K | Buy |
+433
| New | +$27K | 0.01% | 875 |
|