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Appleton Partners’s MongoDB MDB Stock Holding History

Appleton Partners’s Portfolio MDB Stock Details MDB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-712
Closed -$255K – 268
2024
Q1 		$255K Hold
712
– – 0.02% 246
2023
Q4 		$291K Hold
712
– – 0.02% 249
2023
Q3 		$246K Hold
712
– – 0.02% 266
2023
Q2 		$293K Buy
+712
New +$293K 0.02% 248