Valeo Financial Advisors’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-570
| Closed | -$217K | – | 617 |
|
2021
Q4 | $217K | Buy |
+570
| New | +$217K | 0.01% | 479 |
|
2021
Q2 | – | Sell |
-314
| Closed | -$66K | – | 1588 |
|
2021
Q1 | $66K | Sell |
314
-62
| -16% | -$13K | ﹤0.01% | 727 |
|
2020
Q4 | $88K | Hold |
376
| – | – | ﹤0.01% | 596 |
|
2020
Q3 | $68K | Sell |
376
-107
| -22% | -$19.4K | 0.01% | 550 |
|
2020
Q2 | $87K | Buy |
483
+49
| +11% | +$8.83K | 0.01% | 526 |
|
2020
Q1 | $60K | Buy |
434
+344
| +382% | +$47.6K | 0.01% | 529 |
|
2019
Q4 | $11K | Sell |
90
-30
| -25% | -$3.67K | ﹤0.01% | 1080 |
|
2019
Q3 | $15K | Hold |
120
| – | – | ﹤0.01% | 916 |
|
2019
Q2 | $16K | Buy |
+120
| New | +$16K | ﹤0.01% | 907 |
|
2018
Q4 | – | Sell |
-65
| Closed | -$5K | – | 1704 |
|
2018
Q3 | $5K | Hold |
65
| – | – | ﹤0.01% | 1218 |
|
2018
Q2 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 1150 |
|