Asset Dedication LLC’s MongoDB MDB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.36K Sell
16
-86
-84% -$18.1K ﹤0.01% 982
2025
Q1
$17.9K Sell
102
-11
-10% -$1.93K ﹤0.01% 669
2024
Q4
$26.3K Sell
113
-50
-31% -$11.6K ﹤0.01% 588
2024
Q3
$44.1K Hold
163
﹤0.01% 526
2024
Q2
$40.7K Buy
+163
New +$40.7K ﹤0.01% 522
2022
Q2
Sell
-26
Closed -$12K 787
2022
Q1
$12K Hold
26
﹤0.01% 633
2021
Q4
$14K Hold
26
﹤0.01% 599
2021
Q3
$12K Buy
+26
New +$12K ﹤0.01% 661