BerganKDV Wealth Management’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2
| Closed | -$343 | – | 1066 |
|
|
2023
Q1 | $343 | Sell |
2
-150
| -99% | -$25.7K | ﹤0.01% | 1006 |
|
|
2022
Q4 | $19.6K | Sell |
152
-8
| -5% | -$1.03K | ﹤0.01% | 500 |
|
|
2022
Q3 | $34K | Sell |
160
-8
| -5% | -$1.7K | ﹤0.01% | 414 |
|
|
2022
Q2 | $31K | Buy |
168
+4
| +2% | +$738 | ﹤0.01% | 440 |
|
|
2022
Q1 | $48K | Buy |
164
+3
| +2% | +$878 | 0.01% | 403 |
|
|
2021
Q4 | $61K | Hold |
161
| – | – | 0.01% | 402 |
|
|
2021
Q3 | $63K | Buy |
161
+8
| +5% | +$3.13K | 0.01% | 374 |
|
|
2021
Q2 | $39K | Buy |
153
+50
| +49% | +$12.7K | ﹤0.01% | 428 |
|
|
2021
Q1 | $22K | Hold |
103
| – | – | ﹤0.01% | 475 |
|
|
2020
Q4 | $24K | Buy |
103
+100
| +3,333% | +$23.3K | ﹤0.01% | 446 |
|
|
2020
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 868 |
|
|
2020
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 906 |
|