Focused Wealth Management’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 596 |
|
|
2023
Q4 | – | Sell |
-250
| Closed | -$86.5K | – | 1028 |
|
|
2023
Q3 | $86.5K | Hold |
250
| – | – | 0.02% | 218 |
|
|
2023
Q2 | $103K | Buy |
+250
| New | +$103K | 0.02% | 199 |
|
|
2023
Q1 | – | Sell |
-2
| Closed | -$394 | – | 1071 |
|
|
2022
Q4 | $394 | Buy |
+2
| New | +$394 | ﹤0.01% | 931 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 956 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1002 |
|
|
2019
Q4 | – | Sell |
-325
| Closed | -$39K | – | 721 |
|
|
2019
Q3 | $39K | Buy |
325
+275
| +550% | +$33K | 0.01% | 323 |
|
|
2019
Q2 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 520 |
|