Asset Dedication LLC’s MongoDB MDB Stock Holding History

Asset Dedication LLC’s Portfolio MDB Stock Details MDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.36K	Sell
2025 Q1	$17.9K	Sell
2024 Q4	$26.3K	Sell
2024 Q3	$44.1K	Hold
2024 Q2	$40.7K	Buy
2022 Q2	–	Sell
2022 Q1	$12K	Hold
2021 Q4	$14K	Hold
2021 Q3	$12K	Buy