AWS
AJ Wealth Strategies’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $982K | Buy |
2,390
+28
| +1% | +$11.5K | 0.05% | 133 |
|
|
2023
Q1 | $551K | Hold |
2,362
| – | – | 0.03% | 172 |
|
|
2022
Q4 | $465K | Sell |
2,362
-210
| -8% | -$41.3K | 0.02% | 190 |
|
|
2022
Q3 | $511K | Hold |
2,572
| – | – | 0.03% | 178 |
|
|
2022
Q2 | $667K | Sell |
2,572
-255
| -9% | -$66.1K | 0.04% | 162 |
|
|
2022
Q1 | $1.25M | Buy |
2,827
+646
| +30% | +$287K | 0.06% | 124 |
|
|
2021
Q4 | $1.16M | Hold |
2,181
| – | – | 0.05% | 128 |
|
|
2021
Q3 | $1.03M | Sell |
2,181
-45
| -2% | -$21.2K | 0.06% | 125 |
|
|
2021
Q2 | $805K | Hold |
2,226
| – | – | 0.05% | 141 |
|
|
2021
Q1 | $595K | Buy |
2,226
+290
| +15% | +$77.5K | 0.04% | 149 |
|
|
2020
Q4 | $695K | Hold |
1,936
| – | – | 0.06% | 127 |
|
|
2020
Q3 | $448K | Buy |
1,936
+518
| +37% | +$120K | 0.05% | 136 |
|
|
2020
Q2 | $321K | Buy |
+1,418
| New | +$321K | 0.04% | 154 |
|