Baker Tilly Wealth Management’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1,591
| Closed | -$335K | – | 565 |
|
2022
Q3 | $335K | Sell |
1,591
-69
| -4% | -$14.5K | 0.05% | 391 |
|
2022
Q2 | $311K | Sell |
1,660
-356
| -18% | -$66.7K | 0.04% | 405 |
|
2022
Q1 | $592K | Buy |
2,016
+14
| +0.7% | +$4.11K | 0.07% | 301 |
|
2021
Q4 | $763K | Buy |
2,002
+218
| +12% | +$83.1K | 0.08% | 268 |
|
2021
Q3 | $698K | Sell |
1,784
-66
| -4% | -$25.8K | 0.09% | 245 |
|
2021
Q2 | $475K | Buy |
1,850
+539
| +41% | +$138K | 0.08% | 289 |
|
2021
Q1 | $276K | Buy |
1,311
+246
| +23% | +$51.8K | 0.06% | 376 |
|
2020
Q4 | $249K | Buy |
+1,065
| New | +$249K | 0.08% | 280 |
|