Beacon Pointe Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-830
| Closed | -$207K | – | 1246 |
|
|
2024
Q2 | $207K | Sell |
830
-116
| -12% | -$29K | ﹤0.01% | 1167 |
|
|
2024
Q1 | $339K | Sell |
946
-23
| -2% | -$8.25K | ﹤0.01% | 1055 |
|
|
2023
Q4 | $396K | Sell |
969
-13
| -1% | -$5.31K | ﹤0.01% | 965 |
|
|
2023
Q3 | $340K | Buy |
982
+74
| +8% | +$25.6K | ﹤0.01% | 1005 |
|
|
2023
Q2 | $373K | Buy |
+908
| New | +$373K | 0.01% | 803 |
|
|
2022
Q2 | – | Sell |
-678
| Closed | -$301K | – | 1155 |
|
|
2022
Q1 | $301K | Buy |
678
+297
| +78% | +$132K | ﹤0.01% | 977 |
|
|
2021
Q4 | $202K | Buy |
+381
| New | +$202K | 0.01% | 876 |
|