SWM
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SeaCrest Wealth Management’s Atlassian TEAM Stock Holding History

SeaCrest Wealth Management’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-286
Closed -$54K – 1428
2022
Q2 		$54K Buy
+286
New +$61.1K 0.01% 1086
2019
Q2 		– Sell
-533
Closed -$60K – 1703
2019
Q1 		$60K Buy
533
+496
+1,341% +$50.7K 0.01% 877
2018
Q4 		$3K Sell
37
-3,825
-99% -$303K ﹤0.01% 1849
2018
Q3 		$371K Sell
3,862
-533
-12% -$42.2K 0.06% 333
2018
Q2 		$275K Hold
4,395
– – 0.05% 395
2018
Q1 		$237K Sell
4,395
-30
-0.7% -$1.63K 0.04% 432
2017
Q4 		$201K Buy
+4,425
New +$206K 0.04% 489

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