MGWM
Marks Group Wealth Management’s Atlassian TEAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,751
| Closed | -$369K | – | 291 |
|
|
2022
Q3 | $369K | Sell |
1,751
-214
| -11% | -$45.1K | 0.06% | 221 |
|
|
2022
Q2 | $368K | Sell |
1,965
-484
| -20% | -$90.6K | 0.05% | 229 |
|
|
2022
Q1 | $719K | Buy |
2,449
+262
| +12% | +$76.9K | 0.09% | 198 |
|
|
2021
Q4 | $848K | Buy |
2,187
+1,031
| +89% | +$400K | 0.1% | 192 |
|
|
2021
Q3 | $457K | Buy |
+1,156
| New | +$457K | 0.06% | 209 |
|