WR Wealth Planners’s Atlassian TEAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $35.8K | Sell |
147
-116
| -44% | -$28.2K | 0.01% | 361 |
|
|
2024
Q3 | $41.8K | Buy |
263
+50
| +23% | +$7.94K | 0.01% | 358 |
|
|
2024
Q2 | $37.7K | Buy |
213
+6
| +3% | +$1.06K | 0.01% | 363 |
|
|
2024
Q1 | $40.4K | Buy |
+207
| New | +$40.4K | 0.01% | 362 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$40.3K | – | 788 |
|
|
2023
Q3 | $40.3K | Hold |
200
| – | – | 0.02% | 346 |
|
|
2023
Q2 | $33.6K | Hold |
200
| – | – | 0.01% | 370 |
|
|
2023
Q1 | $34.2K | Buy |
+200
| New | +$34.2K | 0.01% | 373 |
|
|
2022
Q3 | – | Sell |
-41
| Closed | -$7.68K | – | 558 |
|
|
2022
Q2 | $7.68K | Hold |
41
| – | – | 0.01% | 307 |
|
|
2022
Q1 | $12K | Buy |
+41
| New | +$12K | 0.01% | 275 |
|