Clearstead Advisors’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.09K | Sell |
29
-125
| -81% | -$26.3K | ﹤0.01% | 2047 |
|
|
2025
Q1 | $27K | Sell |
154
-32
| -17% | -$5.61K | ﹤0.01% | 1330 |
|
|
2024
Q4 | $43.2K | Sell |
186
-217
| -54% | -$50.4K | ﹤0.01% | 1197 |
|
|
2024
Q3 | $109K | Buy |
403
+29
| +8% | +$7.84K | ﹤0.01% | 1004 |
|
|
2024
Q2 | $93.5K | Buy |
+374
| New | +$93.5K | ﹤0.01% | 1014 |
|
|
2023
Q4 | – | Sell |
-8
| Closed | -$2.77K | – | 1600 |
|
|
2023
Q3 | $2.77K | Buy |
+8
| New | +$2.77K | ﹤0.01% | 1351 |
|
|
2023
Q2 | – | Sell |
-155
| Closed | -$36.1K | – | 1416 |
|
|
2023
Q1 | $36.1K | Buy |
+155
| New | +$36.1K | ﹤0.01% | 730 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | -$2K | – | 1427 |
|
|
2021
Q4 | $2K | Hold |
4
| – | – | ﹤0.01% | 1114 |
|
|
2021
Q3 | $2K | Hold |
4
| – | – | ﹤0.01% | 1132 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 1169 |
|
|
2021
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 1038 |
|
|
2020
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 936 |
|