Glassman Wealth Services’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-27
| Closed | -$11K | – | 1140 |
|
|
2023
Q4 | $11K | Sell |
27
-1
| -4% | -$409 | ﹤0.01% | 854 |
|
|
2023
Q3 | $9.68K | Hold |
28
| – | – | ﹤0.01% | 863 |
|
|
2023
Q2 | $11.5K | Buy |
28
+7
| +33% | +$2.88K | ﹤0.01% | 770 |
|
|
2023
Q1 | $4.9K | Sell |
21
-1
| -5% | -$233 | ﹤0.01% | 1003 |
|
|
2022
Q4 | $4.33K | Sell |
22
-15
| -41% | -$2.95K | ﹤0.01% | 1060 |
|
|
2022
Q3 | $7K | Buy |
37
+10
| +37% | +$1.89K | ﹤0.01% | 906 |
|
|
2022
Q2 | $7K | Sell |
27
-7
| -21% | -$1.82K | ﹤0.01% | 913 |
|
|
2022
Q1 | $15K | Buy |
34
+7
| +26% | +$3.09K | ﹤0.01% | 720 |
|
|
2021
Q4 | $14K | Buy |
27
+6
| +29% | +$3.11K | ﹤0.01% | 705 |
|
|
2021
Q3 | $10K | Buy |
21
+3
| +17% | +$1.43K | ﹤0.01% | 772 |
|
|
2021
Q2 | $7K | Buy |
18
+17
| +1,700% | +$6.61K | ﹤0.01% | 839 |
|
|
2021
Q1 | $0 | Sell |
1
-49
| -98% | – | ﹤0.01% | 1542 |
|
|
2020
Q4 | $18K | Hold |
50
| – | – | ﹤0.01% | 558 |
|
|
2020
Q3 | $12K | Sell |
50
-30
| -38% | -$7.2K | ﹤0.01% | 571 |
|
|
2020
Q2 | $18K | Sell |
80
-20
| -20% | -$4.5K | 0.01% | 401 |
|
|
2020
Q1 | $14K | Buy |
+100
| New | +$14K | 0.01% | 389 |
|