Integrated Wealth Concepts’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
3,415
+2,052
| +151% | +$431K | 0.01% | 1086 |
|
|
2025
Q1 | $239K | Buy |
1,363
+327
| +32% | +$57.3K | ﹤0.01% | 1529 |
|
|
2024
Q4 | $241K | Sell |
1,036
-139
| -12% | -$32.4K | ﹤0.01% | 1501 |
|
|
2024
Q3 | $318K | Sell |
1,175
-280
| -19% | -$75.7K | ﹤0.01% | 1305 |
|
|
2024
Q2 | $364K | Sell |
1,455
-76
| -5% | -$19K | 0.01% | 1204 |
|
|
2024
Q1 | $549K | Buy |
1,531
+188
| +14% | +$67.4K | 0.01% | 1015 |
|
|
2023
Q4 | $549K | Buy |
1,343
+179
| +15% | +$73.2K | 0.01% | 958 |
|
|
2023
Q3 | $403K | Sell |
1,164
-129
| -10% | -$44.6K | 0.01% | 1074 |
|
|
2023
Q2 | $531K | Buy |
+1,293
| New | +$531K | 0.01% | 963 |
|