EP Wealth Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-680
| Closed | -$244K | – | 879 |
|
|
2024
Q1 | $244K | Buy |
680
+15
| +2% | +$5.38K | ﹤0.01% | 683 |
|
|
2023
Q4 | $272K | Buy |
665
+55
| +9% | +$22.5K | ﹤0.01% | 643 |
|
|
2023
Q3 | $211K | Sell |
610
-25,299
| -98% | -$8.75M | ﹤0.01% | 655 |
|
|
2023
Q2 | $297K | Buy |
+25,909
| New | +$297K | ﹤0.01% | 565 |
|