DJYG
David J. Yvars Group’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,469
| Closed | -$617K | – | 82 |
|
|
2024
Q2 | $617K | Sell |
2,469
-175
| -7% | -$43.7K | 0.39% | 36 |
|
|
2024
Q1 | $948K | Sell |
2,644
-30
| -1% | -$10.8K | 0.64% | 28 |
|
|
2023
Q4 | $1.09M | Buy |
2,674
+5
| +0.2% | +$2.04K | 0.88% | 19 |
|
|
2023
Q3 | $923K | Buy |
2,669
+1,790
| +204% | +$619K | 0.77% | 23 |
|
|
2023
Q2 | $361K | Buy |
+879
| New | +$361K | 0.3% | 46 |
|
|
2022
Q2 | – | Sell |
-650
| Closed | -$288K | – | 74 |
|
|
2022
Q1 | $288K | Hold |
650
| – | – | 0.2% | 62 |
|
|
2021
Q4 | $344K | Hold |
650
| – | – | 0.21% | 56 |
|
|
2021
Q3 | $308K | Hold |
650
| – | – | 0.18% | 64 |
|
|
2021
Q2 | $235K | Buy |
+650
| New | +$235K | 0.13% | 79 |
|
|
2021
Q1 | – | Sell |
-650
| Closed | -$233K | – | 85 |
|
|
2020
Q4 | $233K | Buy |
+650
| New | +$233K | 0.16% | 71 |
|