Dakota 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
Q3 | – | Sell |
-1,086
| Closed | -$271K | – | 743 |
|
|
2024
Q2 | $271K | Sell |
1,086
-165
| -13% | -$41.2K | 0.01% | 598 |
|
|
2024
Q1 | $449K | Buy |
1,251
+730
| +140% | +$262K | 0.01% | 518 |
|
|
2023
Q4 | $213K | Buy |
+521
| New | +$213K | 0.01% | 594 |
|
|
2023
Q3 | – | Sell |
-510
| Closed | -$210K | – | 679 |
|
|
2023
Q2 | $210K | Sell |
510
-1,084
| -68% | -$446K | 0.01% | 577 |
|
|
2023
Q1 | $372K | Buy |
+1,594
| New | +$372K | 0.02% | 419 |
|