IAA
Independent Advisor Alliance’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,235
| Closed | -$217K | – | 913 |
|
|
2025
Q1 | $217K | Sell |
1,235
-160
| -11% | -$28.1K | 0.01% | 746 |
|
|
2024
Q4 | $325K | Sell |
1,395
-121
| -8% | -$28.2K | ﹤0.01% | 1105 |
|
|
2024
Q3 | $410K | Buy |
1,516
+76
| +5% | +$20.5K | 0.01% | 494 |
|
|
2024
Q2 | $360K | Sell |
1,440
-51
| -3% | -$12.7K | 0.01% | 528 |
|
|
2024
Q1 | $535K | Buy |
1,491
+97
| +7% | +$34.8K | 0.02% | 440 |
|
|
2023
Q4 | $570K | Sell |
1,394
-56
| -4% | -$22.9K | 0.02% | 417 |
|
|
2023
Q3 | $501K | Buy |
1,450
+11
| +0.8% | +$3.8K | 0.02% | 414 |
|
|
2023
Q2 | $591K | Buy |
1,439
+215
| +18% | +$88.4K | 0.03% | 395 |
|
|
2023
Q1 | $285K | Buy |
+1,224
| New | +$285K | 0.01% | 524 |
|
|
2022
Q2 | – | Sell |
-531
| Closed | -$236K | – | 669 |
|
|
2022
Q1 | $236K | Buy |
531
+93
| +21% | +$41.3K | 0.01% | 562 |
|
|
2021
Q4 | $232K | Buy |
+438
| New | +$232K | 0.01% | 590 |
|