Baldwin Wealth Partners’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-69
| Closed | -$11K | – | 924 |
|
|
2024
Q3 | $11K | Sell |
69
-47
| -41% | -$7.46K | ﹤0.01% | 782 |
|
|
2024
Q2 | $20.5K | Buy |
116
+7
| +6% | +$1.24K | ﹤0.01% | 458 |
|
|
2024
Q1 | $21.3K | Sell |
109
-398
| -79% | -$77.7K | ﹤0.01% | 478 |
|
|
2023
Q4 | $121K | Buy |
507
+2
| +0.4% | +$476 | 0.01% | 257 |
|
|
2023
Q3 | $102K | Hold |
505
| – | – | 0.01% | 297 |
|
|
2023
Q2 | $84.7K | Hold |
505
| – | – | 0.01% | 336 |
|
|
2023
Q1 | $86.4K | Hold |
505
| – | – | 0.01% | 341 |
|
|
2022
Q4 | $65K | Sell |
505
-355
| -41% | -$45.7K | 0.01% | 377 |
|
|
2022
Q3 | $182K | Buy |
860
+12
| +1% | +$2.54K | 0.03% | 177 |
|
|
2022
Q2 | $159K | Sell |
848
-30
| -3% | -$5.63K | 0.02% | 213 |
|
|
2022
Q1 | $258K | Buy |
878
+26
| +3% | +$7.64K | 0.03% | 181 |
|
|
2021
Q4 | $325K | Buy |
852
+55
| +7% | +$21K | 0.03% | 158 |
|
|
2021
Q3 | $312K | Buy |
797
+29
| +4% | +$11.4K | 0.03% | 159 |
|
|
2021
Q2 | $198K | Buy |
768
+150
| +24% | +$38.7K | 0.02% | 200 |
|
|
2021
Q1 | $130K | Hold |
618
| – | – | 0.02% | 232 |
|
|
2020
Q4 | $144K | Hold |
618
| – | – | 0.02% | 210 |
|
|
2020
Q3 | $112K | Hold |
618
| – | – | 0.02% | 220 |
|
|
2020
Q2 | $111K | Buy |
618
+200
| +48% | +$35.9K | 0.02% | 210 |
|
|
2020
Q1 | $57K | Hold |
418
| – | – | 0.01% | 262 |
|
|
2019
Q4 | $50K | Buy |
418
+18
| +5% | +$2.15K | 0.01% | 315 |
|
|
2019
Q3 | $50K | Buy |
+400
| New | +$50K | 0.01% | 306 |
|