Avestar Capital’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
1,970
-3
| -0.2% | -$630 | 0.03% | 305 |
|
|
2025
Q1 | $346K | Sell |
1,973
-192
| -9% | -$33.7K | 0.03% | 304 |
|
|
2024
Q4 | $504K | Buy |
2,165
+42
| +2% | +$9.78K | 0.04% | 264 |
|
|
2024
Q3 | $574K | Buy |
2,123
+150
| +8% | +$40.6K | 0.06% | 225 |
|
|
2024
Q2 | $493K | Sell |
1,973
-89
| -4% | -$22.2K | 0.05% | 226 |
|
|
2024
Q1 | $740K | Buy |
2,062
+186
| +10% | +$66.7K | 0.08% | 160 |
|
|
2023
Q4 | $767K | Buy |
1,876
+63
| +3% | +$25.8K | 0.09% | 132 |
|
|
2023
Q3 | $627K | Sell |
1,813
-3
| -0.2% | -$1.04K | 0.09% | 132 |
|
|
2023
Q2 | $746K | Buy |
1,816
+5
| +0.3% | +$2.06K | 0.12% | 95 |
|
|
2023
Q1 | $422K | Hold |
1,811
| – | – | 0.08% | 149 |
|
|
2022
Q4 | $356K | Sell |
1,811
-970
| -35% | -$191K | 0.06% | 165 |
|
|
2022
Q3 | $552K | Sell |
2,781
-307
| -10% | -$60.9K | 0.14% | 98 |
|
|
2022
Q2 | $801K | Hold |
3,088
| – | – | 0.2% | 64 |
|
|
2022
Q1 | $1.37M | Buy |
3,088
+17
| +0.6% | +$7.54K | 0.22% | 75 |
|
|
2021
Q4 | $1.63M | Hold |
3,071
| – | – | 0.2% | 70 |
|
|
2021
Q3 | $1.45M | Hold |
3,071
| – | – | 0.19% | 88 |
|
|
2021
Q2 | $1.11M | Hold |
3,071
| – | – | 0.15% | 121 |
|
|
2021
Q1 | $972K | Buy |
3,071
+1,786
| +139% | +$565K | 0.22% | 102 |
|
|
2020
Q4 | $461K | Hold |
1,285
| – | – | 0.13% | 141 |
|
|
2020
Q3 | $309K | Hold |
1,285
| – | – | 0.1% | 159 |
|
|
2020
Q2 | $291K | Buy |
+1,285
| New | +$291K | 0.13% | 141 |
|