Sheets Smith Wealth Management’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,902
| Closed | -$706K | – | 387 |
|
2024
Q4 | $706K | Buy |
+2,902
| New | +$706K | 0.09% | 200 |
|
2024
Q2 | – | Sell |
-1,409
| Closed | -$275K | – | 403 |
|
2024
Q1 | $275K | Buy |
+1,409
| New | +$275K | 0.03% | 327 |
|
2022
Q1 | – | Sell |
-1,365
| Closed | -$520K | – | 386 |
|
2021
Q4 | $520K | Buy |
1,365
+1
| +0.1% | +$381 | 0.06% | 226 |
|
2021
Q3 | $534K | Hold |
1,364
| – | – | 0.07% | 211 |
|
2021
Q2 | $350K | Hold |
1,364
| – | – | 0.05% | 277 |
|
2021
Q1 | $287K | Hold |
1,364
| – | – | 0.04% | 277 |
|
2020
Q4 | $319K | Buy |
1,364
+102
| +8% | +$23.9K | 0.05% | 267 |
|
2020
Q3 | $229K | Buy |
+1,262
| New | +$229K | 0.04% | 268 |
|
2020
Q2 | – | Sell |
-3,102
| Closed | -$426K | – | 287 |
|
2020
Q1 | $426K | Buy |
+3,102
| New | +$426K | 0.09% | 174 |
|
2019
Q4 | – | Sell |
-3,401
| Closed | -$427K | – | 326 |
|
2019
Q3 | $427K | Sell |
3,401
-134
| -4% | -$16.8K | 0.09% | 213 |
|
2019
Q2 | $463K | Sell |
3,535
-32
| -0.9% | -$4.19K | 0.1% | 220 |
|
2019
Q1 | $401K | Buy |
+3,567
| New | +$401K | 0.09% | 230 |
|