Winslow Evans & Crocker’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-54
| Closed | -$5K | – | 1088 |
|
|
2020
Q2 | $5K | Hold |
54
| – | – | ﹤0.01% | 871 |
|
|
2020
Q1 | $6K | Hold |
54
| – | – | ﹤0.01% | 791 |
|
|
2019
Q4 | $8K | Hold |
54
| – | – | ﹤0.01% | 849 |
|
|
2019
Q3 | $8K | Hold |
54
| – | – | ﹤0.01% | 841 |
|
|
2019
Q2 | $6K | Hold |
54
| – | – | ﹤0.01% | 912 |
|
|
2019
Q1 | $6K | Hold |
54
| – | – | ﹤0.01% | 913 |
|
|
2018
Q4 | $6K | Hold |
54
| – | – | ﹤0.01% | 853 |
|
|
2018
Q3 | $6K | Hold |
54
| – | – | ﹤0.01% | 881 |
|
|
2018
Q2 | $6K | Hold |
54
| – | – | ﹤0.01% | 884 |
|
|
2018
Q1 | $4.55K | Hold |
54
| – | – | ﹤0.01% | 920 |
|
|
2017
Q4 | $4.64K | Hold |
54
| – | – | ﹤0.01% | 936 |
|
|
2017
Q3 | $4.53K | Hold |
54
| – | – | ﹤0.01% | 948 |
|
|
2017
Q2 | $4.48K | Hold |
54
| – | – | ﹤0.01% | 1076 |
|
|
2017
Q1 | $4.27K | Hold |
54
| – | – | ﹤0.01% | 1052 |
|
|
2016
Q4 | $4.01K | Hold |
54
| – | – | ﹤0.01% | 1058 |
|
|
2016
Q3 | $4.02K | Hold |
54
| – | – | ﹤0.01% | 1096 |
|
|
2016
Q2 | $4.39K | Hold |
54
| – | – | ﹤0.01% | 1064 |
|
|
2016
Q1 | $4.01K | Hold |
54
| – | – | ﹤0.01% | 1063 |
|
|
2015
Q4 | $3.41K | Hold |
54
| – | – | ﹤0.01% | 1148 |
|
|
2015
Q3 | $3.14K | Sell |
54
-196
| -78% | -$11.4K | ﹤0.01% | 1110 |
|
|
2015
Q2 | $12.8K | Hold |
250
| – | – | ﹤0.01% | 871 |
|
|
2015
Q1 | $13.8K | Hold |
250
| – | – | ﹤0.01% | 815 |
|
|
2014
Q4 | $13.9K | Hold |
250
| – | – | ﹤0.01% | 816 |
|
|
2014
Q3 | $11.9K | Buy |
250
+1
| +0.4% | +$48 | ﹤0.01% | 860 |
|
|
2014
Q2 | $13.3K | Hold |
249
| – | – | ﹤0.01% | 778 |
|
|
2014
Q1 | $11.7K | Sell |
249
-5,108
| -95% | -$241K | ﹤0.01% | 807 |
|
|
2013
Q4 | $243K | Buy |
+5,357
| New | +$243K | 0.08% | 254 |
|