AO
Advisor OS’s Atlassian TEAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,818
| Closed | -$289K | – | 448 |
|
|
2024
Q3 | $289K | Sell |
1,818
-5,013
| -73% | -$796K | 0.03% | 330 |
|
|
2024
Q2 | $1.21M | Buy |
6,831
+217
| +3% | +$38.4K | 0.13% | 129 |
|
|
2024
Q1 | $1.29M | Buy |
6,614
+1,248
| +23% | +$243K | 0.15% | 125 |
|
|
2023
Q4 | $1.28M | Sell |
5,366
-420
| -7% | -$99.9K | 0.17% | 111 |
|
|
2023
Q3 | $1.17M | Buy |
5,786
+84
| +1% | +$16.9K | 0.17% | 108 |
|
|
2023
Q2 | $957K | Buy |
5,702
+693
| +14% | +$116K | 0.16% | 134 |
|
|
2023
Q1 | $857K | Buy |
5,009
+304
| +6% | +$52K | 0.21% | 124 |
|
|
2022
Q4 | $605K | Buy |
4,705
+1,288
| +38% | +$166K | 0.16% | 137 |
|
|
2022
Q3 | $719K | Buy |
3,417
+603
| +21% | +$127K | 0.22% | 94 |
|
|
2022
Q2 | $527K | Buy |
2,814
+2,134
| +314% | +$400K | 0.15% | 139 |
|
|
2022
Q1 | $200K | Sell |
680
-1,223
| -64% | -$360K | 0.06% | 196 |
|
|
2021
Q4 | $726K | Buy |
1,903
+409
| +27% | +$156K | 0.15% | 133 |
|
|
2021
Q3 | $585K | Buy |
+1,494
| New | +$585K | 0.13% | 143 |
|