HWA
HHM Wealth Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-42
| Closed | -$8K | – | 723 |
|
|
2022
Q3 | $8K | Hold |
42
| – | – | ﹤0.01% | 468 |
|
|
2022
Q2 | $11K | Hold |
42
| – | – | ﹤0.01% | 521 |
|
|
2022
Q1 | $19K | Buy |
42
+8
| +24% | +$3.62K | ﹤0.01% | 442 |
|
|
2021
Q4 | $18K | Buy |
34
+10
| +42% | +$5.29K | ﹤0.01% | 445 |
|
|
2021
Q3 | $11K | Hold |
24
| – | – | ﹤0.01% | 486 |
|
|
2021
Q2 | $9K | Buy |
+24
| New | +$9K | ﹤0.01% | 482 |
|