Summit Trail Advisors’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
+1,119
| New | +$227K | ﹤0.01% | 1022 |
|
|
2023
Q1 | – | Sell |
-2,517
| Closed | -$324K | – | 437 |
|
|
2022
Q4 | $324K | Buy |
2,517
+21
| +0.8% | +$2.7K | 0.01% | 263 |
|
|
2022
Q3 | $526K | Sell |
2,496
-80
| -3% | -$16.9K | 0.03% | 171 |
|
|
2022
Q2 | $483K | Buy |
2,576
+207
| +9% | +$38.8K | 0.03% | 193 |
|
|
2022
Q1 | $696K | Buy |
2,369
+77
| +3% | +$22.6K | 0.06% | 132 |
|
|
2021
Q4 | $874K | Buy |
2,292
+89
| +4% | +$33.9K | 0.06% | 136 |
|
|
2021
Q3 | $862K | Buy |
2,203
+33
| +2% | +$12.9K | 0.06% | 124 |
|
|
2021
Q2 | $557K | Buy |
2,170
+5
| +0.2% | +$1.28K | 0.05% | 134 |
|
|
2021
Q1 | $456K | Hold |
2,165
| – | – | 0.05% | 127 |
|
|
2020
Q4 | $506K | Sell |
2,165
-319
| -13% | -$74.6K | 0.06% | 111 |
|
|
2020
Q3 | $479K | Buy |
2,484
+114
| +5% | +$22K | 0.09% | 107 |
|
|
2020
Q2 | $427K | Buy |
+2,370
| New | +$427K | 0.08% | 101 |
|