Crewe 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 | $210K | Hold |
1,002
| – | – | 0.03% | 147 |
|
|
2025
Q1 | $176K | Buy |
1,002
+2
| +0.2% | +$351 | 0.02% | 147 |
|
|
2024
Q4 | $233K | Hold |
1,000
| – | – | 0.03% | 132 |
|
|
2024
Q3 | $270K | Hold |
1,000
| – | – | 0.03% | 124 |
|
|
2024
Q2 | $250K | Sell |
1,000
-12
| -1% | -$3K | 0.03% | 154 |
|
|
2024
Q1 | $363K | Buy |
+1,012
| New | +$363K | 0.04% | 125 |
|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$346K | – | 588 |
|
|
2023
Q3 | $346K | Hold |
1,000
| – | – | 0.06% | 58 |
|
|
2023
Q2 | $411K | Sell |
1,000
-29
| -3% | -$11.9K | 0.06% | 88 |
|
|
2023
Q1 | $240K | Sell |
1,029
-6
| -0.6% | -$1.4K | 0.04% | 139 |
|
|
2022
Q4 | $204K | Buy |
1,035
+978
| +1,716% | +$193K | 0.03% | 154 |
|
|
2022
Q3 | $11K | Buy |
57
+6
| +12% | +$1.16K | ﹤0.01% | 635 |
|
|
2022
Q2 | $13K | Buy |
+51
| New | +$13K | ﹤0.01% | 536 |
|