Bell Investment Advisors’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.67K | Buy |
27
+3
| +13% | +$630 | ﹤0.01% | 927 |
|
|
2025
Q1 | $4.21K | Sell |
24
-5
| -17% | -$877 | ﹤0.01% | 996 |
|
|
2024
Q4 | $6.75K | Sell |
29
-1
| -3% | -$233 | ﹤0.01% | 771 |
|
|
2024
Q3 | $8.11K | Sell |
30
-1
| -3% | -$270 | ﹤0.01% | 705 |
|
|
2024
Q2 | $7.75K | Sell |
31
-4
| -11% | -$1K | ﹤0.01% | 713 |
|
|
2024
Q1 | $12.6K | Buy |
35
+1
| +3% | +$359 | ﹤0.01% | 508 |
|
|
2023
Q4 | $13.9K | Buy |
34
+2
| +6% | +$818 | ﹤0.01% | 450 |
|
|
2023
Q3 | $11.1K | Buy |
32
+2
| +7% | +$692 | ﹤0.01% | 472 |
|
|
2023
Q2 | $12.3K | Buy |
30
+8
| +36% | +$3.29K | ﹤0.01% | 439 |
|
|
2023
Q1 | $5.13K | Sell |
22
-4
| -15% | -$933 | ﹤0.01% | 777 |
|
|
2022
Q4 | $5.12K | Buy |
26
+21
| +420% | +$4.13K | ﹤0.01% | 797 |
|
|
2022
Q3 | $1K | Sell |
5
-18
| -78% | -$3.6K | ﹤0.01% | 1476 |
|
|
2022
Q2 | $6K | Buy |
+23
| New | +$6K | ﹤0.01% | 630 |
|
|
2021
Q4 | $8K | Hold |
16
| – | – | ﹤0.01% | 561 |
|
|
2021
Q3 | $8K | Buy |
+16
| New | +$8K | ﹤0.01% | 523 |
|