Castle Rock Wealth Management’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,248
| Closed | -$383K | – | 266 |
|
|
2021
Q1 | $383K | Buy |
1,248
+45
| +4% | +$13.8K | 0.15% | 177 |
|
|
2020
Q4 | $462K | Buy |
1,203
+142
| +13% | +$54.5K | 0.19% | 155 |
|
|
2020
Q3 | $264K | Buy |
+1,061
| New | +$264K | 0.17% | 138 |
|
|
2019
Q3 | – | Sell |
-1,639
| Closed | -$250K | – | 172 |
|
|
2019
Q2 | $250K | Buy |
+1,639
| New | +$250K | 0.28% | 114 |
|