Cornerstone Wealth Management’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-639
| Closed | -$229K | – | 558 |
|
|
2024
Q1 | $229K | Hold |
639
| – | – | 0.02% | 492 |
|
|
2023
Q4 | $261K | Sell |
639
-3
| -0.5% | -$1.23K | 0.02% | 441 |
|
|
2023
Q3 | $222K | Sell |
642
-64
| -9% | -$22.1K | 0.02% | 489 |
|
|
2023
Q2 | $290K | Buy |
+706
| New | +$290K | 0.03% | 407 |
|
|
2022
Q2 | – | Sell |
-684
| Closed | -$303K | – | 469 |
|
|
2022
Q1 | $303K | Sell |
684
-1
| -0.1% | -$443 | 0.03% | 363 |
|
|
2021
Q4 | $363K | Sell |
685
-22
| -3% | -$11.7K | 0.03% | 349 |
|
|
2021
Q3 | $333K | Hold |
707
| – | – | 0.04% | 339 |
|
|
2021
Q2 | $256K | Buy |
+707
| New | +$256K | 0.03% | 392 |
|
|
2021
Q1 | – | Sell |
-703
| Closed | -$252K | – | 469 |
|
|
2020
Q4 | $252K | Buy |
+703
| New | +$252K | 0.03% | 360 |
|
|
2018
Q3 | – | Sell |
-19,262
| Closed | -$385K | – | 1411 |
|
|
2018
Q2 | $385K | Buy |
+19,262
| New | +$385K | ﹤0.01% | 1094 |
|