Avior Wealth Management’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-134
| Closed | -$31.3K | – | 1686 |
|
|
2024
Q4 | $31.3K | Sell |
134
-1,240
| -90% | -$290K | ﹤0.01% | 1299 |
|
|
2024
Q3 | $371K | Buy |
1,374
+30
| +2% | +$8.11K | 0.01% | 530 |
|
|
2024
Q2 | $336K | Buy |
1,344
+1,140
| +559% | +$285K | 0.01% | 540 |
|
|
2024
Q1 | $73.2K | Buy |
204
+194
| +1,940% | +$69.6K | ﹤0.01% | 1082 |
|
|
2023
Q4 | $4.09K | Sell |
10
-4
| -29% | -$1.64K | ﹤0.01% | 1197 |
|
|
2023
Q3 | $4.84K | Buy |
14
+10
| +250% | +$3.46K | ﹤0.01% | 1198 |
|
|
2023
Q2 | $1.64K | Sell |
4
-1,466
| -100% | -$602K | ﹤0.01% | 1370 |
|
|
2023
Q1 | $343K | Sell |
1,470
-614
| -29% | -$143K | 0.02% | 429 |
|
|
2022
Q4 | $410K | Buy |
2,084
+520
| +33% | +$102K | 0.03% | 347 |
|
|
2022
Q3 | $310K | Buy |
1,564
+320
| +26% | +$63.4K | 0.03% | 380 |
|
|
2022
Q2 | $322K | Hold |
1,244
| – | – | 0.03% | 342 |
|
|
2022
Q1 | $551K | Buy |
+1,244
| New | +$551K | 0.05% | 276 |
|