CSPIA
Cary Street Partners Investment Advisory’s Atlassian TEAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,160
| Closed | -$205K | – | 785 |
|
|
2024
Q2 | $205K | Buy |
1,160
+37
| +3% | +$6.55K | 0.01% | 711 |
|
|
2024
Q1 | $219K | Buy |
+1,123
| New | +$219K | 0.01% | 647 |
|
|
2023
Q4 | – | Sell |
-764
| Closed | -$154K | – | 1688 |
|
|
2023
Q3 | $154K | Sell |
764
-31
| -4% | -$6.25K | 0.01% | 610 |
|
|
2023
Q2 | $133K | Buy |
795
+640
| +413% | +$107K | 0.01% | 609 |
|
|
2023
Q1 | $26.5K | Hold |
155
| – | – | ﹤0.01% | 900 |
|
|
2022
Q4 | $19.9K | Buy |
+155
| New | +$19.9K | ﹤0.01% | 978 |
|
|
2021
Q1 | – | Sell |
-22,881
| Closed | -$5.35M | – | 408 |
|
|
2020
Q4 | $5.35M | Buy |
+22,881
| New | +$5.35M | 1.03% | 17 |
|