WealthSource Partners’s Atlassian TEAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,629
| Closed | -$305K | – | 551 |
|
|
2022
Q2 | $305K | Buy |
1,629
+250
| +18% | +$46.8K | 0.02% | 401 |
|
|
2022
Q1 | $405K | Sell |
1,379
-20
| -1% | -$5.87K | 0.03% | 388 |
|
|
2021
Q4 | $533K | Sell |
1,399
-5
| -0.4% | -$1.91K | 0.04% | 298 |
|
|
2021
Q3 | $550K | Sell |
1,404
-16
| -1% | -$6.27K | 0.05% | 277 |
|
|
2021
Q2 | $365K | Sell |
1,420
-3
| -0.2% | -$771 | 0.03% | 325 |
|
|
2021
Q1 | $300K | Buy |
1,423
+115
| +9% | +$24.2K | 0.03% | 338 |
|
|
2020
Q4 | $306K | Sell |
1,308
-150
| -10% | -$35.1K | 0.04% | 286 |
|
|
2020
Q3 | $265K | Sell |
1,458
-102
| -7% | -$18.5K | 0.04% | 286 |
|
|
2020
Q2 | $281K | Hold |
1,560
| – | – | 0.04% | 251 |
|
|
2020
Q1 | $214K | Buy |
+1,560
| New | +$214K | 0.03% | 294 |
|
|
2019
Q3 | – | Sell |
-1,585
| Closed | -$207K | – | 471 |
|
|
2019
Q2 | $207K | Buy |
+1,585
| New | +$207K | 0.03% | 416 |
|