Baldwin Wealth Partners’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15
| Closed | -$4.06K | – | 698 |
|
|
2024
Q3 | $4.06K | Sell |
15
-1
| -6% | -$270 | ﹤0.01% | 889 |
|
|
2024
Q2 | $4K | Buy |
16
+1
| +7% | +$250 | ﹤0.01% | 608 |
|
|
2024
Q1 | $5.38K | Sell |
15
-500
| -97% | -$179K | ﹤0.01% | 590 |
|
|
2023
Q4 | $211K | Hold |
515
| – | – | 0.02% | 206 |
|
|
2023
Q3 | $178K | Hold |
515
| – | – | 0.02% | 234 |
|
|
2023
Q2 | $212K | Hold |
515
| – | – | 0.02% | 232 |
|
|
2023
Q1 | $120K | Hold |
515
| – | – | 0.01% | 302 |
|
|
2022
Q4 | $101K | Sell |
515
-300
| -37% | -$59.1K | 0.01% | 316 |
|
|
2022
Q3 | $162K | Hold |
815
| – | – | 0.02% | 187 |
|
|
2022
Q2 | $212K | Hold |
815
| – | – | 0.03% | 173 |
|
|
2022
Q1 | $362K | Buy |
815
+65
| +9% | +$28.9K | 0.04% | 146 |
|
|
2021
Q4 | $397K | Buy |
750
+50
| +7% | +$26.5K | 0.04% | 148 |
|
|
2021
Q3 | $330K | Hold |
700
| – | – | 0.04% | 154 |
|
|
2021
Q2 | $253K | Hold |
700
| – | – | 0.03% | 175 |
|
|
2021
Q1 | $187K | Hold |
700
| – | – | 0.02% | 187 |
|
|
2020
Q4 | $251K | Hold |
700
| – | – | 0.03% | 151 |
|
|
2020
Q3 | $162K | Hold |
700
| – | – | 0.02% | 176 |
|
|
2020
Q2 | $158K | Buy |
700
+200
| +40% | +$45.1K | 0.02% | 175 |
|
|
2020
Q1 | $68K | Hold |
500
| – | – | 0.01% | 240 |
|
|
2019
Q4 | $66K | Hold |
500
| – | – | 0.01% | 285 |
|
|
2019
Q3 | $60K | Hold |
500
| – | – | 0.01% | 283 |
|
|
2019
Q2 | $76K | Buy |
+500
| New | +$76K | 0.01% | 270 |
|