Worth Asset Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-70
| Closed | -$8.14K | – | 116 |
|
2023
Q2 | $8.14K | Hold |
70
| – | – | 0.01% | 325 |
|
2023
Q1 | $7.87K | Hold |
70
| – | – | 0.01% | 339 |
|
2022
Q4 | $7.85K | Hold |
70
| – | – | 0.01% | 325 |
|
2022
Q3 | $7K | Hold |
70
| – | – | 0.01% | 308 |
|
2022
Q2 | $8K | Hold |
70
| – | – | 0.01% | 366 |
|
2022
Q1 | $8K | Buy |
+70
| New | +$8K | 0.01% | 359 |
|