CWM
Circle Wealth Management’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $909K | Buy |
5,182
+336
| +7% | +$58.9K | 0.02% | 118 |
|
|
2024
Q4 | $1.13M | Buy |
4,846
+315
| +7% | +$73.3K | 0.02% | 108 |
|
|
2024
Q3 | $1.22M | Buy |
4,531
+2,082
| +85% | +$563K | 0.03% | 101 |
|
|
2024
Q2 | $612K | Buy |
+2,449
| New | +$612K | 0.01% | 139 |
|
|
2020
Q3 | – | Sell |
-2,000
| Closed | -$453K | – | 203 |
|
|
2020
Q2 | $453K | Buy |
+2,000
| New | +$453K | 0.08% | 112 |
|