Concourse Financial Group Securities’s MongoDB MDB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12
Closed -$3.13K 4936
2024
Q4
$3.13K Buy
12
+1
+9% +$261 ﹤0.01% 1955
2024
Q3
$2.97K Sell
11
-4
-27% -$1.08K ﹤0.01% 1946
2024
Q2
$3.75K Sell
15
-86
-85% -$21.5K ﹤0.01% 1916
2024
Q1
$36.2K Sell
101
-69
-41% -$24.7K ﹤0.01% 1317
2023
Q4
$69.5K Buy
170
+26
+18% +$10.6K 0.01% 1015
2023
Q3
$49.8K Buy
144
+30
+26% +$10.4K ﹤0.01% 1083
2023
Q2
$46.9K Sell
114
-35
-23% -$14.4K ﹤0.01% 1117
2023
Q1
$34.7K Buy
149
+39
+35% +$9.09K ﹤0.01% 1241
2022
Q4
$21.7K Hold
110
﹤0.01% 1437
2022
Q3
$22K Sell
110
-67
-38% -$13.4K ﹤0.01% 1273
2022
Q2
$46K Buy
177
+20
+13% +$5.2K ﹤0.01% 1127
2022
Q1
$70K Sell
157
-74
-32% -$33K 0.01% 1011
2021
Q4
$122K Hold
231
0.01% 917
2021
Q3
$109K Sell
231
-16
-6% -$7.55K 0.01% 947
2021
Q2
$89K Buy
247
+11
+5% +$3.96K 0.01% 1036
2021
Q1
$63K Buy
236
+9
+4% +$2.4K ﹤0.01% 1126
2020
Q4
$82K Buy
227
+47
+26% +$17K 0.01% 973
2020
Q3
$42K Hold
180
﹤0.01% 1124
2020
Q2
$41K Sell
180
-74
-29% -$16.9K ﹤0.01% 1047
2020
Q1
$35K Hold
254
﹤0.01% 1035
2019
Q4
$33K Buy
254
+38
+18% +$4.94K ﹤0.01% 1088
2019
Q3
$26K Hold
216
0.01% 869
2019
Q2
$33K Buy
216
+68
+46% +$10.4K ﹤0.01% 1029
2019
Q1
$21K Buy
+148
New +$21K ﹤0.01% 1249
2018
Q4
Hold
0
4047
2018
Q3
Hold
0
3745