TWA
TCI Wealth Advisors’s Atlassian TEAM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-160
| Closed | -$27.4K | – | 2024 |
|
2023
Q1 | $27.4K | Sell |
160
-14
| -8% | -$2.4K | ﹤0.01% | 588 |
|
2022
Q4 | $22.4K | Sell |
174
-88
| -34% | -$11.3K | ﹤0.01% | 643 |
|
2022
Q3 | $55K | Buy |
262
+22
| +9% | +$4.62K | 0.01% | 345 |
|
2022
Q2 | $45K | Sell |
240
-41
| -15% | -$7.69K | 0.01% | 397 |
|
2022
Q1 | $83K | Buy |
281
+80
| +40% | +$23.6K | 0.01% | 295 |
|
2021
Q4 | $77K | Sell |
201
-49
| -20% | -$18.8K | 0.01% | 311 |
|
2021
Q3 | $98K | Buy |
250
+7
| +3% | +$2.74K | 0.02% | 273 |
|
2021
Q2 | $62K | Buy |
243
+223
| +1,115% | +$56.9K | 0.01% | 332 |
|
2021
Q1 | $4K | Buy |
20
+17
| +567% | +$3.4K | ﹤0.01% | 1406 |
|
2020
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 1433 |
|
2020
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 1416 |
|
2020
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1349 |
|
2019
Q2 | – | Sell |
-205
| Closed | -$23K | – | 1542 |
|
2019
Q1 | $23K | Buy |
205
+50
| +32% | +$5.61K | 0.01% | 466 |
|
2018
Q4 | $14K | Buy |
155
+55
| +55% | +$4.97K | 0.01% | 545 |
|
2018
Q3 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 630 |
|