BerganKDV Wealth Management’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.23K | Sell |
3
-1
| -25% | -$411 | ﹤0.01% | 735 |
|
|
2023
Q1 | $933 | Hold |
4
| – | – | ﹤0.01% | 910 |
|
|
2022
Q4 | $787 | Buy |
4
+2
| +100% | +$394 | ﹤0.01% | 906 |
|
|
2022
Q3 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 1023 |
|
|
2022
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 918 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | -$1K | – | 1056 |
|
|
2021
Q4 | $1K | Sell |
1
-100
| -99% | -$100K | ﹤0.01% | 995 |
|
|
2021
Q3 | $48K | Buy |
101
+1
| +1% | +$475 | 0.01% | 404 |
|
|
2021
Q2 | $36K | Buy |
+100
| New | +$36K | ﹤0.01% | 432 |
|