Kestra Private Wealth Services’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.14M | Sell |
5,617
-482
| -8% | -$97.9K | 0.02% | 689 |
|
2025
Q1 | $1.29M | Buy |
6,099
+1,340
| +28% | +$284K | 0.02% | 589 |
|
2024
Q4 | $1.16M | Sell |
4,759
-17
| -0.4% | -$4.14K | 0.02% | 597 |
|
2024
Q3 | $758K | Buy |
4,776
+23
| +0.5% | +$3.65K | 0.01% | 711 |
|
2024
Q2 | $841K | Buy |
+4,753
| New | +$841K | 0.02% | 633 |
|
2023
Q3 | – | Sell |
-1,423
| Closed | -$239K | – | 1212 |
|
2023
Q2 | $239K | Buy |
1,423
+231
| +19% | +$38.8K | 0.01% | 900 |
|
2023
Q1 | $204K | Buy |
+1,192
| New | +$204K | 0.01% | 920 |
|
2022
Q4 | – | Sell |
-2,118
| Closed | -$446K | – | 986 |
|
2022
Q3 | $446K | Buy |
2,118
+243
| +13% | +$51.2K | 0.03% | 524 |
|
2022
Q2 | $351K | Buy |
1,875
+893
| +91% | +$167K | 0.02% | 616 |
|
2022
Q1 | $289K | Buy |
982
+39
| +4% | +$11.5K | 0.01% | 760 |
|
2021
Q4 | $360K | Buy |
943
+10
| +1% | +$3.82K | 0.02% | 700 |
|
2021
Q3 | $365K | Buy |
+933
| New | +$365K | 0.02% | 635 |
|