KWM
Kolinsky Wealth Management’s Atlassian TEAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,716
| Closed | -$304K | – | 185 |
|
|
2024
Q2 | $304K | Buy |
+1,716
| New | +$304K | 0.22% | 109 |
|
|
2023
Q3 | – | Sell |
-1,807
| Closed | -$292K | – | 141 |
|
|
2023
Q2 | $292K | Buy |
+1,807
| New | +$292K | 0.28% | 86 |
|
|
2022
Q4 | – | Sell |
-1,305
| Closed | -$275K | – | 134 |
|
|
2022
Q3 | $275K | Buy |
+1,305
| New | +$275K | 0.34% | 76 |
|
|
2022
Q2 | – | Sell |
-709
| Closed | -$208K | – | 148 |
|
|
2022
Q1 | $208K | Sell |
709
-246
| -26% | -$72.2K | 0.2% | 129 |
|
|
2021
Q4 | $364K | Buy |
+955
| New | +$364K | 0.34% | 72 |
|