FVWA
Foster Victor Wealth Advisors’s MongoDB MDB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-900
| Closed | -$325K | – | 142 |
|
2021
Q2 | $325K | Hold |
900
| – | – | 0.05% | 113 |
|
2021
Q1 | $284K | Hold |
900
| – | – | 0.05% | 118 |
|
2020
Q4 | $323K | Hold |
900
| – | – | 0.07% | 108 |
|
2020
Q3 | $208K | Hold |
900
| – | – | 0.06% | 125 |
|
2020
Q2 | $204K | Buy |
+900
| New | +$204K | 0.07% | 118 |
|