WR Wealth Planners’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 | $26.7K | Hold |
192
| – | – | 0.01% | 415 |
|
|
2024
Q3 | $26.6K | Hold |
192
| – | – | 0.01% | 437 |
|
|
2024
Q2 | $22.4K | Sell |
192
-192
| -50% | -$22.4K | 0.01% | 428 |
|
|
2024
Q1 | $45.6K | Buy |
+384
| New | +$45.6K | 0.01% | 347 |
|
|
2023
Q4 | – | Sell |
-384
| Closed | -$40.7K | – | 227 |
|
|
2023
Q3 | $40.7K | Hold |
384
| – | – | 0.02% | 344 |
|
|
2023
Q2 | $44.7K | Sell |
384
-192
| -33% | -$22.3K | 0.02% | 333 |
|
|
2023
Q1 | $64.7K | Buy |
+576
| New | +$64.7K | 0.03% | 288 |
|