EWA
Evolution Wealth Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-356
| Closed | -$168K | – | 437 |
|
|
2021
Q3 | $168K | Sell |
356
-363
| -50% | -$171K | 0.04% | 126 |
|
|
2021
Q2 | $260K | Buy |
+719
| New | +$260K | 0.05% | 96 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 658 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 611 |
|
|
2019
Q2 | – | Sell |
-639
| Closed | -$94K | – | 480 |
|
|
2019
Q1 | $94K | Buy |
+639
| New | +$94K | 0.04% | 64 |
|