EverSource Wealth Advisors’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
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|
2025
Q1 | $21.8K | Sell |
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|
2024
Q4 | $32.4K | Sell |
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|
2024
Q3 | $40.6K | Sell |
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|
2024
Q2 | $55.5K | Sell |
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|
2024
Q1 | $81.4K | Sell |
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|
2023
Q4 | $92.4K | Buy |
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|
2023
Q3 | $69.5K | Buy |
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|
2023
Q2 | $82.2K | Sell |
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|
2023
Q1 | $54.5K | Sell |
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|
2022
Q4 | $80.7K | Buy |
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|
2022
Q3 | $8K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2K | Sell |
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|
2021
Q4 | $10K | Buy |
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