Envestnet Portfolio Solutions’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,335
| Closed | -$311K | – | 1701 |
|
|
2024
Q4 | $311K | Sell |
1,335
-294
| -18% | -$68.4K | ﹤0.01% | 1489 |
|
|
2024
Q3 | $440K | Sell |
1,629
-183
| -10% | -$49.5K | ﹤0.01% | 1267 |
|
|
2024
Q2 | $453K | Sell |
1,812
-652
| -26% | -$163K | ﹤0.01% | 1183 |
|
|
2024
Q1 | $884K | Buy |
2,464
+285
| +13% | +$102K | ﹤0.01% | 881 |
|
|
2023
Q4 | $891K | Buy |
2,179
+298
| +16% | +$122K | ﹤0.01% | 822 |
|
|
2023
Q3 | $651K | Buy |
+1,881
| New | +$651K | ﹤0.01% | 883 |
|