AWM
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Able Wealth Management’s MongoDB MDB Stock Holding History

Able Wealth Management’s Portfolio MDB Stock Details MDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11
Closed -$4.5K – 372
2023
Q4 		$4.5K Buy
+11
New +$4.5K ﹤0.01% 355