Golden State Wealth Management’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $840 | Sell |
4
-13
| -76% | -$2.73K | ﹤0.01% | 1450 |
|
|
2025
Q1 | $2.98K | Buy |
17
+2
| +13% | +$351 | ﹤0.01% | 1261 |
|
|
2024
Q4 | $3.49K | Buy |
+15
| New | +$3.49K | ﹤0.01% | 1177 |
|
|
2020
Q2 | – | Sell |
-280
| Closed | -$38K | – | 603 |
|
|
2020
Q1 | $38K | Buy |
+280
| New | +$38K | 0.02% | 403 |
|
|
2019
Q4 | – | Sell |
-300
| Closed | -$36K | – | 568 |
|
|
2019
Q3 | $36K | Buy |
300
+245
| +445% | +$29.4K | 0.01% | 501 |
|
|
2019
Q2 | $8K | Hold |
55
| – | – | ﹤0.01% | 789 |
|
|
2019
Q1 | $8K | Buy |
+55
| New | +$8K | ﹤0.01% | 815 |
|