VWA
V Wealth Advisors’s Atlassian TEAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $363K | Sell |
1,800
-1,620
| -47% | -$326K | 0.29% | 73 |
|
|
2023
Q2 | $574K | Buy |
3,420
+175
| +5% | +$29.4K | 0.1% | 181 |
|
|
2023
Q1 | $555K | Hold |
3,245
| – | – | 0.1% | 184 |
|
|
2022
Q4 | $418K | Buy |
+3,245
| New | +$418K | 0.09% | 216 |
|
|
2022
Q3 | – | Sell |
-1,947
| Closed | -$365K | – | 408 |
|
|
2022
Q2 | $365K | Sell |
1,947
-49
| -2% | -$9.19K | 0.07% | 277 |
|
|
2022
Q1 | $587K | Hold |
1,996
| – | – | 0.09% | 214 |
|
|
2021
Q4 | $761K | Buy |
1,996
+15
| +0.8% | +$5.72K | 0.11% | 181 |
|
|
2021
Q3 | $776K | Sell |
1,981
-106
| -5% | -$41.5K | 0.12% | 179 |
|
|
2021
Q2 | $537K | Buy |
2,087
+138
| +7% | +$35.5K | 0.09% | 260 |
|
|
2021
Q1 | $410K | Hold |
1,949
| – | – | 0.08% | 287 |
|
|
2020
Q4 | $455K | Buy |
1,949
+49
| +3% | +$11.4K | 0.09% | 224 |
|
|
2020
Q3 | $345K | Sell |
1,900
-49
| -3% | -$8.9K | 0.24% | 109 |
|
|
2020
Q2 | $352K | Sell |
1,949
-100
| -5% | -$18.1K | 0.09% | 239 |
|
|
2020
Q1 | $282K | Buy |
2,049
+94
| +5% | +$12.9K | 0.09% | 229 |
|
|
2019
Q4 | $245K | Hold |
1,955
| – | – | 0.09% | 235 |
|
|
2019
Q3 | $245K | Sell |
1,955
-18
| -0.9% | -$2.26K | 0.09% | 237 |
|
|
2019
Q2 | $265K | Buy |
1,973
+9
| +0.5% | +$1.21K | 0.1% | 210 |
|
|
2019
Q1 | $208K | Buy |
+1,964
| New | +$208K | 0.08% | 236 |
|