Wealthspire Advisors (Maryland)’s Atmos Energy ATO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-163	Closed	-$17K	–	582
2019 Q1	$17K	Buy	163 +7	+4%	+$682	﹤0.01%	1330
2018 Q4	$14K	Buy	156 +62	+66%	+$5.93K	﹤0.01%	1337
2018 Q3	$9K	Buy	94 +6	+7%	+$554	﹤0.01%	1547
2018 Q2	$8K	Sell	88 -52	-37%	-$4.5K	﹤0.01%	1609
2018 Q1	$12K	Sell	140 -30	-18%	-$2.44K	﹤0.01%	1483
2017 Q4	$15K	Buy	170 +53	+45%	+$4.66K	﹤0.01%	1420
2017 Q3	$10K	Sell	117 -6	-5%	-$517	﹤0.01%	1564
2017 Q2	$10K	Buy	123 +51	+71%	+$4.18K	﹤0.01%	1517
2017 Q1	$6K	Sell	72 -361	-83%	-$27.7K	﹤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%	-$24.1K	0.01%	816
2016 Q1	$56K	Buy	758 +325	+75%	+$22.3K	0.01%	675
2015 Q4	$27K	Buy	+433	New	+$26.6K	0.01%	875