Jamison Private Wealth Management’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-150
| Closed | -$40.6K | – | 359 |
|
|
2024
Q3 | $40.6K | Sell |
150
-17
| -10% | -$4.6K | 0.01% | 262 |
|
|
2024
Q2 | $41.7K | Hold |
167
| – | – | 0.01% | 253 |
|
|
2024
Q1 | $59.9K | Sell |
167
-12
| -7% | -$4.3K | 0.01% | 245 |
|
|
2023
Q4 | $73.2K | Hold |
179
| – | – | 0.01% | 219 |
|
|
2023
Q3 | $61.9K | Buy |
+179
| New | +$61.9K | 0.01% | 219 |
|