CWMU
Caliber Wealth Management (Utah)’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,111
| Closed | -$2.27M | – | 70 |
|
|
2022
Q1 | $2.27M | Buy |
5,111
+345
| +7% | +$153K | 1.45% | 32 |
|
|
2021
Q4 | $1.89M | Buy |
4,766
+210
| +5% | +$83.4K | 1.31% | 39 |
|
|
2021
Q3 | $2.3M | Sell |
4,556
-178
| -4% | -$89.7K | 1.62% | 14 |
|
|
2021
Q2 | $1.71M | Sell |
4,734
-845
| -15% | -$305K | 1.21% | 33 |
|
|
2021
Q1 | $1.49M | Sell |
5,579
-1,420
| -20% | -$380K | 1.08% | 38 |
|
|
2020
Q4 | $2.51M | Buy |
+6,999
| New | +$2.51M | 2.46% | 10 |
|