Avantax Advisory Services’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+961
| New | +$202K | ﹤0.01% | 2202 |
|
|
2024
Q4 | – | Sell |
-1,014
| Closed | -$274K | – | 2239 |
|
|
2024
Q3 | $274K | Buy |
1,014
+124
| +14% | +$33.5K | ﹤0.01% | 1821 |
|
|
2024
Q2 | $222K | Buy |
+890
| New | +$222K | ﹤0.01% | 1895 |
|
|
2024
Q1 | – | Sell |
-681
| Closed | -$278K | – | 1702 |
|
|
2023
Q4 | $278K | Sell |
681
-9
| -1% | -$3.68K | ﹤0.01% | 1279 |
|
|
2023
Q3 | $239K | Sell |
690
-235
| -25% | -$81.3K | ﹤0.01% | 1325 |
|
|
2023
Q2 | $380K | Buy |
+925
| New | +$380K | ﹤0.01% | 1062 |
|
|
2022
Q1 | – | Sell |
-503
| Closed | -$266K | – | 1336 |
|
|
2021
Q4 | $266K | Buy |
+503
| New | +$266K | ﹤0.01% | 1035 |
|