Berman Capital Advisors’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $70K | Buy |
152
+13
| +9% | +$5.99K | 0.01% | 554 |
|
|
2021
Q2 | $50K | Buy |
139
+126
| +969% | +$45.3K | 0.01% | 576 |
|
|
2021
Q1 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 1425 |
|
|
2020
Q3 | – | Sell |
-5
| Closed | -$1K | – | 1710 |
|
|
2020
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1449 |
|
|
2019
Q4 | – | Sell |
-385
| Closed | -$45K | – | 1513 |
|
|
2019
Q3 | $45K | Buy |
+385
| New | +$45K | 0.01% | 325 |
|