EverSource Wealth Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
1,280
+1,156
| +932% | +$243K | 0.01% | 727 |
|
|
2025
Q1 | $21.8K | Sell |
124
-15
| -11% | -$2.63K | ﹤0.01% | 1645 |
|
|
2024
Q4 | $32.4K | Sell |
139
-11
| -7% | -$2.56K | ﹤0.01% | 1378 |
|
|
2024
Q3 | $40.6K | Sell |
150
-70
| -32% | -$18.9K | ﹤0.01% | 1154 |
|
|
2024
Q2 | $55.5K | Sell |
220
-3
| -1% | -$757 | ﹤0.01% | 1040 |
|
|
2024
Q1 | $81.4K | Sell |
223
-3
| -1% | -$1.1K | 0.01% | 792 |
|
|
2023
Q4 | $92.4K | Buy |
226
+25
| +12% | +$10.2K | 0.01% | 667 |
|
|
2023
Q3 | $69.5K | Buy |
201
+1
| +0.5% | +$346 | 0.01% | 703 |
|
|
2023
Q2 | $82.2K | Sell |
200
-34
| -15% | -$14K | 0.01% | 650 |
|
|
2023
Q1 | $54.5K | Sell |
234
-176
| -43% | -$41K | 0.01% | 766 |
|
|
2022
Q4 | $80.7K | Buy |
410
+371
| +951% | +$73K | 0.01% | 579 |
|
|
2022
Q3 | $8K | Buy |
+39
| New | +$8K | ﹤0.01% | 1201 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | -$2K | – | 1820 |
|
|
2022
Q1 | $2K | Sell |
5
-13
| -72% | -$5.2K | ﹤0.01% | 1545 |
|
|
2021
Q4 | $10K | Buy |
+18
| New | +$10K | ﹤0.01% | 967 |
|