GA
Geller Advisors’s Atlassian TEAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $506K | Hold |
2,079
| – | – | 0.03% | 131 |
|
|
2024
Q3 | $330K | Hold |
2,079
| – | – | 0.02% | 188 |
|
|
2024
Q2 | $368K | Sell |
2,079
-3
| -0.1% | -$531 | 0.03% | 181 |
|
|
2024
Q1 | $406K | Buy |
2,082
+3
| +0.1% | +$585 | 0.03% | 172 |
|
|
2023
Q4 | $495K | Sell |
2,079
-920
| -31% | -$219K | 0.05% | 126 |
|
|
2023
Q3 | $604K | Hold |
2,999
| – | – | 0.07% | 92 |
|
|
2023
Q2 | $503K | Buy |
2,999
+1,249
| +71% | +$210K | 0.06% | 115 |
|
|
2023
Q1 | $300K | Buy |
+1,750
| New | +$300K | 0.04% | 119 |
|
|
2022
Q2 | – | Sell |
-705
| Closed | -$207K | – | 168 |
|
|
2022
Q1 | $207K | Sell |
705
-302
| -30% | -$88.7K | 0.04% | 165 |
|
|
2021
Q4 | $384K | Hold |
1,007
| – | – | 0.07% | 85 |
|
|
2021
Q3 | $394K | Sell |
1,007
-673
| -40% | -$263K | 0.09% | 73 |
|
|
2021
Q2 | $432K | Hold |
1,680
| – | – | 0.09% | 58 |
|
|
2021
Q1 | $354K | Sell |
1,680
-125
| -7% | -$26.3K | 0.08% | 71 |
|
|
2020
Q4 | $422K | Hold |
1,805
| – | – | 0.11% | 53 |
|
|
2020
Q3 | $328K | Buy |
+1,805
| New | +$328K | 0.09% | 50 |
|