AWM
Aevitas Wealth Management’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-651
| Closed | -$289K | – | 116 |
|
|
2022
Q1 | $289K | Buy |
651
+101
| +18% | +$44.8K | 0.18% | 99 |
|
|
2021
Q4 | $291K | Hold |
550
| – | – | 0.17% | 106 |
|
|
2021
Q3 | $259K | Sell |
550
-25
| -4% | -$11.8K | 0.17% | 113 |
|
|
2021
Q2 | $208K | Buy |
+575
| New | +$208K | 0.13% | 121 |
|
|
2021
Q1 | – | Sell |
-750
| Closed | -$269K | – | 122 |
|
|
2020
Q4 | $269K | Buy |
+750
| New | +$269K | 0.2% | 99 |
|
|
2019
Q2 | – | Sell |
-400
| Closed | -$58K | – | 234 |
|
|
2019
Q1 | $58K | Sell |
400
-600
| -60% | -$87K | 0.05% | 177 |
|
|
2018
Q4 | $84K | Hold |
1,000
| – | – | 0.09% | 140 |
|
|
2018
Q3 | $82K | Hold |
1,000
| – | – | 0.07% | 158 |
|
|
2018
Q2 | $50K | Buy |
+1,000
| New | +$50K | 0.05% | 194 |
|