FIM
Fernwood Investment Management’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.72M | Sell |
20,283
-300
| -1% | -$69.8K | 1.64% | 17 |
|
|
2024
Q3 | $5.56M | Sell |
20,583
-16
| -0.1% | -$4.33K | 1.81% | 14 |
|
|
2024
Q2 | $5.15M | Sell |
20,599
-707
| -3% | -$177K | 1.6% | 15 |
|
|
2024
Q1 | $7.62M | Sell |
21,306
-336
| -2% | -$120K | 2.22% | 7 |
|
|
2023
Q4 | $8.81M | Sell |
21,642
-230
| -1% | -$93.6K | 2.9% | 5 |
|
|
2023
Q3 | $7.54M | Sell |
21,872
-1,768
| -7% | -$609K | 2.71% | 4 |
|
|
2023
Q2 | $9.67M | Sell |
23,640
-149
| -0.6% | -$61K | 3.43% | 4 |
|
|
2023
Q1 | $5.55M | Buy |
23,789
+332
| +1% | +$77.4K | 2.13% | 6 |
|
|
2022
Q4 | $4.62M | Buy |
23,457
+693
| +3% | +$136K | 1.91% | 9 |
|
|
2022
Q3 | $4.52M | Buy |
22,764
+446
| +2% | +$88.6K | 1.91% | 11 |
|
|
2022
Q2 | $5.79M | Sell |
22,318
-208
| -0.9% | -$54K | 2.5% | 6 |
|
|
2022
Q1 | $9.99M | Sell |
22,526
-10
| -0% | -$4.44K | 3.51% | 3 |
|
|
2021
Q4 | $11.9M | Sell |
22,536
-686
| -3% | -$363K | 3.9% | 1 |
|
|
2021
Q3 | $10.9M | Sell |
23,222
-548
| -2% | -$258K | 3.76% | 1 |
|
|
2021
Q2 | $8.59M | Sell |
23,770
-23
| -0.1% | -$8.32K | 2.84% | 5 |
|
|
2021
Q1 | $6.36M | Buy |
23,793
+48
| +0.2% | +$12.8K | 2.34% | 10 |
|
|
2020
Q4 | $8.53M | Sell |
23,745
-570
| -2% | -$205K | 3.36% | 4 |
|
|
2020
Q3 | $5.63M | Sell |
24,315
-2,900
| -11% | -$671K | 2.66% | 8 |
|
|
2020
Q2 | $6.16M | Buy |
27,215
+1,503
| +6% | +$340K | 3.05% | 2 |
|
|
2020
Q1 | $3.51M | Buy |
25,712
+194
| +0.8% | +$26.5K | 2.24% | 5 |
|
|
2019
Q4 | $3.36M | Buy |
25,518
+7,431
| +41% | +$978K | 1.61% | 15 |
|
|
2019
Q3 | $2.18M | Buy |
18,087
+3,559
| +24% | +$429K | 1.08% | 27 |
|
|
2019
Q2 | $2.21M | Buy |
14,528
+595
| +4% | +$90.5K | 1.21% | 22 |
|
|
2019
Q1 | $2.05M | Buy |
13,933
+2,068
| +17% | +$304K | 1.09% | 26 |
|
|
2018
Q4 | $994K | Buy |
+11,865
| New | +$994K | 0.64% | 49 |
|