Welch & Forbes’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,600
| Closed | -$410K | – | 352 |
|
|
2019
Q3 | $410K | Hold |
3,600
| – | – | 0.01% | 276 |
|
|
2019
Q2 | $380K | Hold |
3,600
| – | – | 0.01% | 283 |
|
|
2019
Q1 | $371K | Hold |
3,600
| – | – | 0.01% | 282 |
|
|
2018
Q4 | $334K | Hold |
3,600
| – | – | 0.01% | 279 |
|
|
2018
Q3 | $338K | Sell |
3,600
-274
| -7% | -$25.7K | 0.01% | 290 |
|
|
2018
Q2 | $349K | Hold |
3,874
| – | – | 0.01% | 288 |
|
|
2018
Q1 | $326K | Hold |
3,874
| – | – | 0.01% | 296 |
|
|
2017
Q4 | $333K | Hold |
3,874
| – | – | 0.01% | 282 |
|
|
2017
Q3 | $325K | Hold |
3,874
| – | – | 0.01% | 280 |
|
|
2017
Q2 | $321K | Hold |
3,874
| – | – | 0.01% | 286 |
|
|
2017
Q1 | $306K | Hold |
3,874
| – | – | 0.01% | 286 |
|
|
2016
Q4 | $287K | Buy |
+3,874
| New | +$287K | 0.01% | 293 |
|
|
2016
Q3 | – | Sell |
-3,874
| Closed | -$315K | – | 322 |
|
|
2016
Q2 | $315K | Hold |
3,874
| – | – | 0.01% | 276 |
|
|
2016
Q1 | $288K | Buy |
+3,874
| New | +$288K | 0.01% | 286 |
|