Wintrust Investments’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $30K | Buy |
218
+1
| +0.5% | +$138 | 0.03% | 320 |
|
|
2024
Q3 | $30K | Buy |
+217
| New | +$30K | 0.02% | 399 |
|
|
2020
Q4 | – | Sell |
-3,356
| Closed | -$321K | – | 190 |
|
|
2020
Q3 | $321K | Sell |
3,356
-150
| -4% | -$14.3K | 0.04% | 260 |
|
|
2020
Q2 | $349K | Sell |
3,506
-332
| -9% | -$33K | 0.05% | 248 |
|
|
2020
Q1 | $381K | Buy |
3,838
+43
| +1% | +$4.27K | 0.06% | 211 |
|
|
2019
Q4 | $425K | Sell |
3,795
-50
| -1% | -$5.6K | 0.06% | 233 |
|
|
2019
Q3 | $438K | Hold |
3,845
| – | – | 0.07% | 221 |
|
|
2019
Q2 | $406K | Hold |
3,845
| – | – | 0.06% | 230 |
|
|
2019
Q1 | $396K | Sell |
3,845
-9
| -0.2% | -$927 | 0.06% | 237 |
|
|
2018
Q4 | $357K | Hold |
3,854
| – | – | 0.07% | 230 |
|
|
2018
Q3 | $362K | Sell |
3,854
-20
| -0.5% | -$1.88K | 0.06% | 260 |
|
|
2018
Q2 | $349K | Buy |
+3,874
| New | +$349K | 0.06% | 260 |
|