Everhart Financial Group’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-737
| Closed | -$264K | – | 306 |
|
|
2024
Q1 | $264K | Buy |
737
+4
| +0.5% | +$1.44K | 0.08% | 229 |
|
|
2023
Q4 | $300K | Buy |
733
+39
| +6% | +$15.9K | 0.11% | 180 |
|
|
2023
Q3 | $240K | Sell |
694
-20
| -3% | -$6.92K | 0.1% | 182 |
|
|
2023
Q2 | $293K | Buy |
+714
| New | +$293K | 0.12% | 159 |
|