Clearstead Advisors’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.09K | Sell |
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|
2025
Q1 | $27K | Sell |
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|
2024
Q4 | $43.2K | Sell |
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|
2024
Q3 | $109K | Buy |
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|
2024
Q2 | $93.5K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.77K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $36.1K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Buy |
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