Sax Wealth Advisors’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,837
| Closed | -$236K | – | 183 |
|
|
2022
Q4 | $236K | Hold |
1,837
| – | – | 0.05% | 145 |
|
|
2022
Q3 | $387K | Sell |
1,837
-695
| -27% | -$146K | 0.1% | 117 |
|
|
2022
Q2 | $474K | Hold |
2,532
| – | – | 0.12% | 108 |
|
|
2022
Q1 | $744K | Hold |
2,532
| – | – | 0.18% | 73 |
|
|
2021
Q4 | $965K | Sell |
2,532
-430
| -15% | -$164K | 0.2% | 70 |
|
|
2021
Q3 | $1.16M | Hold |
2,962
| – | – | 0.28% | 56 |
|
|
2021
Q2 | $761K | Hold |
2,962
| – | – | 0.26% | 67 |
|
|
2021
Q1 | $624K | Buy |
2,962
+1,293
| +77% | +$272K | 0.23% | 81 |
|
|
2020
Q4 | $390K | Buy |
+1,669
| New | +$390K | 0.18% | 86 |
|