B. Riley Wealth Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,242
| Closed | -$310K | – | 1360 |
|
|
2024
Q2 | $310K | Buy |
1,242
+133
| +12% | +$33.2K | 0.01% | 1022 |
|
|
2024
Q1 | $384K | Sell |
1,109
-1,557
| -58% | -$539K | 0.01% | 929 |
|
|
2023
Q4 | $1.09M | Buy |
2,666
+1,557
| +140% | +$637K | 0.03% | 499 |
|
|
2023
Q3 | $384K | Sell |
1,109
-536
| -33% | -$185K | 0.01% | 929 |
|
|
2023
Q2 | $676K | Buy |
1,645
+188
| +13% | +$77.3K | 0.02% | 727 |
|
|
2023
Q1 | $340K | Buy |
1,457
+201
| +16% | +$46.9K | 0.01% | 1005 |
|
|
2022
Q4 | $247K | Buy |
1,256
+20
| +2% | +$3.94K | 0.01% | 1143 |
|
|
2022
Q3 | $246K | Buy |
+1,236
| New | +$246K | 0.01% | 1122 |
|
|
2019
Q3 | – | Sell |
-1,526
| Closed | -$233K | – | 836 |
|
|
2019
Q2 | $233K | Buy |
+1,526
| New | +$233K | 0.03% | 662 |
|
|
2019
Q1 | – | Sell |
-8,528
| Closed | -$715K | – | 765 |
|
|
2018
Q4 | $715K | Buy |
+8,528
| New | +$715K | 0.1% | 217 |
|