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WealthSource Partners’s Atlassian TEAM Stock Holding History

WealthSource Partners’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,629
Closed -$305K – 552
2022
Q2 		$305K Buy
1,629
+250
+18% +$53.4K 0.02% 401
2022
Q1 		$405K Sell
1,379
-20
-1% -$5.97K 0.03% 388
2021
Q4 		$533K Sell
1,399
-5
-0.4% -$2.01K 0.04% 300
2021
Q3 		$550K Sell
1,404
-16
-1% -$5.34K 0.05% 277
2021
Q2 		$365K Sell
1,420
-3
-0.2% -$702 0.03% 325
2021
Q1 		$300K Buy
1,423
+115
+9% +$26.8K 0.03% 338
2020
Q4 		$306K Sell
1,308
-150
-10% -$31.7K 0.04% 286
2020
Q3 		$265K Sell
1,458
-102
-7% -$18.2K 0.04% 286
2020
Q2 		$281K Hold
1,560
– – 0.04% 251
2020
Q1 		$214K Buy
+1,560
New +$218K 0.03% 294
2019
Q3 		– Sell
-1,585
Closed -$207K – 473
2019
Q2 		$207K Buy
+1,585
New +$191K 0.03% 416

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