Great Valley Advisor Group’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,750
| Closed | -$416K | – | 784 |
|
|
2023
Q4 | $416K | Sell |
1,750
-277
| -14% | -$65.9K | 0.01% | 498 |
|
|
2023
Q3 | $408K | Hold |
2,027
| – | – | 0.02% | 484 |
|
|
2023
Q2 | $340K | Buy |
2,027
+420
| +26% | +$70.5K | 0.01% | 534 |
|
|
2023
Q1 | $275K | Sell |
1,607
-72
| -4% | -$12.3K | 0.01% | 567 |
|
|
2022
Q4 | $216K | Sell |
1,679
-907
| -35% | -$117K | 0.01% | 634 |
|
|
2022
Q3 | $544K | Buy |
2,586
+215
| +9% | +$45.2K | 0.03% | 406 |
|
|
2022
Q2 | $444K | Buy |
2,371
+1,551
| +189% | +$290K | 0.02% | 452 |
|
|
2022
Q1 | $251K | Buy |
820
+115
| +16% | +$35.2K | 0.01% | 526 |
|
|
2021
Q4 | $269K | Hold |
705
| – | – | 0.02% | 511 |
|
|
2021
Q3 | $276K | Buy |
+705
| New | +$276K | 0.02% | 484 |
|