CCIA
Cherry Creek Investment Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
7,997
-61
| -0.8% | -$12.8K | 0.79% | 28 |
|
|
2025
Q1 | $1.41M | Buy |
8,058
+6,777
| +529% | +$1.19M | 0.74% | 31 |
|
|
2024
Q4 | $298K | Buy |
1,281
+29
| +2% | +$6.75K | 0.15% | 86 |
|
|
2024
Q3 | $338K | Buy |
1,252
+70
| +6% | +$18.9K | 0.17% | 77 |
|
|
2024
Q2 | $295K | Sell |
1,182
-1,996
| -63% | -$499K | 0.15% | 81 |
|
|
2024
Q1 | $1.14M | Sell |
3,178
-11
| -0.3% | -$3.95K | 0.62% | 34 |
|
|
2023
Q4 | $1.3M | Buy |
3,189
+1
| +0% | +$409 | 0.8% | 29 |
|
|
2023
Q3 | $1.1M | Sell |
3,188
-30
| -0.9% | -$10.4K | 0.75% | 32 |
|
|
2023
Q2 | $1.32M | Sell |
3,218
-40
| -1% | -$16.4K | 0.89% | 26 |
|
|
2023
Q1 | $760K | Sell |
3,258
-25
| -0.8% | -$5.83K | 0.56% | 37 |
|
|
2022
Q4 | $646K | Buy |
3,283
+50
| +2% | +$9.84K | 0.5% | 44 |
|
|
2022
Q3 | $642K | Hold |
3,233
| – | – | 0.53% | 42 |
|
|
2022
Q2 | $839K | Hold |
3,233
| – | – | 0.68% | 38 |
|
|
2022
Q1 | $1.43M | Buy |
3,233
+80
| +3% | +$35.5K | 0.94% | 33 |
|
|
2021
Q4 | $1.67M | Sell |
3,153
-100
| -3% | -$52.9K | 1.04% | 30 |
|
|
2021
Q3 | $1.53M | Sell |
3,253
-5
| -0.2% | -$2.36K | 1.02% | 33 |
|
|
2021
Q2 | $1.18M | Buy |
+3,258
| New | +$1.18M | 0.77% | 39 |
|