J.P. Morgan Private Wealth Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $26.2M | Sell |
75,745
-540
| -0.7% | -$187K | 0.07% | 243 |
|
|
2023
Q2 | $31.4M | Sell |
76,285
-3,047
| -4% | -$1.25M | 0.16% | 119 |
|
|
2023
Q1 | $18.5M | Buy |
79,332
+72,926
| +1,138% | +$17M | 0.04% | 319 |
|
|
2022
Q4 | $1.26M | Buy |
6,406
+61
| +1% | +$12K | ﹤0.01% | 1037 |
|
|
2022
Q3 | $1.26M | Sell |
6,345
-24
| -0.4% | -$4.77K | ﹤0.01% | 1032 |
|
|
2022
Q2 | $1.65M | Sell |
6,369
-73,260
| -92% | -$19M | ﹤0.01% | 906 |
|
|
2022
Q1 | $35.3M | Buy |
79,629
+22,299
| +39% | +$9.89M | 0.08% | 243 |
|
|
2021
Q4 | $30.3M | Buy |
57,330
+693
| +1% | +$367K | 0.07% | 252 |
|
|
2021
Q3 | $26.7M | Buy |
56,637
+3,622
| +7% | +$1.71M | 0.07% | 264 |
|
|
2021
Q2 | $19.2M | Buy |
53,015
+41,263
| +351% | +$14.9M | 0.05% | 312 |
|
|
2021
Q1 | $3.14M | Sell |
11,752
-43,885
| -79% | -$11.7M | 0.01% | 624 |
|
|
2020
Q4 | $20M | Buy |
55,637
+42,278
| +316% | +$15.2M | 0.06% | 254 |
|
|
2020
Q3 | $3.09M | Buy |
13,359
+1,237
| +10% | +$286K | 0.01% | 536 |
|
|
2020
Q2 | $2.74M | Buy |
12,122
+3,097
| +34% | +$701K | 0.01% | 505 |
|
|
2020
Q1 | $1.23M | Buy |
9,025
+4,924
| +120% | +$672K | 0.01% | 646 |
|
|
2019
Q4 | $540K | Sell |
4,101
-150
| -4% | -$19.8K | ﹤0.01% | 1021 |
|
|
2019
Q3 | $512K | Buy |
4,251
+2,894
| +213% | +$349K | ﹤0.01% | 996 |
|
|
2019
Q2 | $206K | Buy |
+1,357
| New | +$206K | ﹤0.01% | 1293 |
|