HBK Sorce Advisory’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,985
| Closed | -$351K | – | 600 |
|
|
2024
Q2 | $351K | Buy |
1,985
+68
| +4% | +$12K | 0.01% | 405 |
|
|
2024
Q1 | $374K | Sell |
1,917
-15
| -0.8% | -$2.93K | 0.01% | 404 |
|
|
2023
Q4 | $460K | Sell |
1,932
-280
| -13% | -$66.6K | 0.02% | 334 |
|
|
2023
Q3 | $446K | Sell |
2,212
-82
| -4% | -$16.5K | 0.02% | 332 |
|
|
2023
Q2 | $385K | Buy |
2,294
+110
| +5% | +$18.5K | 0.02% | 382 |
|
|
2023
Q1 | $374K | Sell |
2,184
-482
| -18% | -$82.5K | 0.02% | 389 |
|
|
2022
Q4 | $343K | Buy |
2,666
+1,542
| +137% | +$198K | 0.01% | 519 |
|
|
2022
Q3 | $237K | Buy |
+1,124
| New | +$237K | 0.02% | 415 |
|
|
2022
Q1 | – | Sell |
-606
| Closed | -$231K | – | 609 |
|
|
2021
Q4 | $231K | Buy |
606
+4
| +0.7% | +$1.53K | 0.01% | 521 |
|
|
2021
Q3 | $236K | Buy |
+602
| New | +$236K | 0.01% | 513 |
|