IWA
Icon Wealth Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-444
| Closed | -$103K | – | 516 |
|
|
2024
Q4 | $103K | Buy |
444
+40
| +10% | +$9.31K | 0.01% | 499 |
|
|
2024
Q3 | $109K | Buy |
+404
| New | +$109K | 0.01% | 463 |
|
|
2024
Q2 | – | Sell |
-446
| Closed | -$160K | – | 477 |
|
|
2024
Q1 | $160K | Buy |
446
+49
| +12% | +$17.6K | 0.01% | 379 |
|
|
2023
Q4 | $162K | Buy |
+397
| New | +$162K | 0.02% | 345 |
|