DWM
Darwin Wealth Management’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99K | Sell |
19
-6
| -24% | -$1.26K | ﹤0.01% | 436 |
|
|
2025
Q1 | $5.94K | Hold |
25
| – | – | ﹤0.01% | 424 |
|
|
2024
Q4 | $5.94K | Sell |
25
-6,136
| -100% | -$1.46M | ﹤0.01% | 424 |
|
|
2024
Q3 | $1.67M | Buy |
6,161
+779
| +14% | +$211K | 0.46% | 63 |
|
|
2024
Q2 | $1.35M | Sell |
5,382
-124
| -2% | -$31K | 0.67% | 40 |
|
|
2024
Q1 | $1.97M | Sell |
5,506
-295
| -5% | -$106K | 0.55% | 55 |
|
|
2023
Q4 | $2.37M | Buy |
+5,801
| New | +$2.37M | 0.64% | 48 |
|