WFG Advisors’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $54K | Buy |
656
+3
| +0.5% | +$247 | 0.01% | 679 |
|
|
2017
Q1 | $52K | Buy |
653
+3
| +0.5% | +$239 | 0.01% | 648 |
|
|
2016
Q4 | $48K | Sell |
650
-328
| -34% | -$24.2K | 0.01% | 726 |
|
|
2016
Q3 | $73K | Sell |
978
-98
| -9% | -$7.32K | 0.02% | 611 |
|
|
2016
Q2 | $88K | Buy |
1,076
+152
| +16% | +$12.4K | 0.02% | 531 |
|
|
2016
Q1 | $69K | Sell |
924
-97
| -10% | -$7.24K | 0.02% | 574 |
|
|
2015
Q4 | $64K | Buy |
1,021
+4
| +0.4% | +$251 | 0.02% | 590 |
|
|
2015
Q3 | $59K | Sell |
1,017
-195
| -16% | -$11.3K | 0.02% | 590 |
|
|
2015
Q2 | $62K | Sell |
1,212
-395
| -25% | -$20.2K | 0.02% | 660 |
|
|
2015
Q1 | $89K | Sell |
1,607
-12,081
| -88% | -$669K | 0.02% | 567 |
|
|
2014
Q4 | $763K | Sell |
13,688
-3,740
| -21% | -$208K | 0.15% | 149 |
|
|
2014
Q3 | $831K | Sell |
17,428
-1,618
| -8% | -$77.1K | 0.16% | 162 |
|
|
2014
Q2 | $1.02M | Buy |
19,046
+18
| +0.1% | +$961 | 0.19% | 122 |
|
|
2014
Q1 | $897K | Sell |
19,028
-33,884
| -64% | -$1.6M | 0.18% | 135 |
|
|
2013
Q4 | $2.4M | Buy |
52,912
+526
| +1% | +$23.9K | 0.34% | 53 |
|
|
2013
Q3 | $2.23M | Buy |
52,386
+31,841
| +155% | +$1.36M | 0.35% | 61 |
|
|
2013
Q2 | $844K | Buy |
+20,545
| New | +$844K | 0.14% | 177 |
|