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Concurrent Investment Advisors’s MongoDB MDB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-598
Closed -$214K 990
2024
Q1
$214K Sell
598
-122
-17% -$43.7K 0.01% 782
2023
Q4
$294K Buy
+720
New +$294K 0.01% 650