Financial Architects (New Jersey)’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.11M | Hold |
10,000
| – | – | 0.62% | 35 |
|
|
2023
Q1 | $2.33M | Hold |
10,000
| – | – | 0.37% | 61 |
|
|
2022
Q4 | $1.97M | Hold |
10,000
| – | – | 0.33% | 73 |
|
|
2022
Q3 | $1.99M | Buy |
+10,000
| New | +$1.99M | 0.35% | 71 |
|
|
2022
Q2 | – | Sell |
-10,093
| Closed | -$4.48M | – | 168 |
|
|
2022
Q1 | $4.48M | Hold |
10,093
| – | – | 0.64% | 36 |
|
|
2021
Q4 | $5.34M | Buy |
10,093
+93
| +0.9% | +$49.2K | 0.72% | 31 |
|
|
2021
Q3 | $4.72M | Hold |
10,000
| – | – | 0.68% | 34 |
|
|
2021
Q2 | $3.62M | Hold |
10,000
| – | – | 0.52% | 47 |
|
|
2021
Q1 | $2.67M | Buy |
+10,000
| New | +$2.67M | 0.42% | 53 |
|
|
2020
Q3 | – | Sell |
-200
| Closed | -$45K | – | 550 |
|
|
2020
Q2 | $45K | Hold |
200
| – | – | 0.01% | 435 |
|
|
2020
Q1 | $27K | Buy |
+200
| New | +$27K | 0.01% | 463 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$5K | – | 1336 |
|
|
2018
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1109 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$6K | – | 1349 |
|
|
2017
Q4 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 1125 |
|