JWM
Janiczek Wealth Management’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $21.5K | Sell |
86
-2
| -2% | -$500 | ﹤0.01% | 549 |
|
|
2024
Q1 | $31.6K | Buy |
88
+2
| +2% | +$717 | 0.01% | 482 |
|
|
2023
Q4 | $35.2K | Hold |
86
| – | – | 0.01% | 450 |
|
|
2023
Q3 | $29.7K | Hold |
86
| – | – | 0.01% | 456 |
|
|
2023
Q2 | $35.3K | Hold |
86
| – | – | 0.01% | 364 |
|
|
2023
Q1 | $19.2K | Hold |
86
| – | – | 0.01% | 466 |
|
|
2022
Q4 | $16.4K | Buy |
86
+81
| +1,620% | +$15.4K | ﹤0.01% | 484 |
|
|
2022
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 849 |
|
|
2022
Q2 | – | Sell |
-1
| Closed | – | – | 1025 |
|
|
2022
Q1 | $0 | Sell |
1
-3
| -75% | – | ﹤0.01% | 1034 |
|
|
2021
Q4 | $2K | Buy |
4
+2
| +100% | +$1K | ﹤0.01% | 837 |
|
|
2021
Q3 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 911 |
|
|
2021
Q2 | – | Sell |
-5
| Closed | -$1K | – | 924 |
|
|
2021
Q1 | $1K | Buy |
5
+1
| +25% | +$200 | ﹤0.01% | 819 |
|
|
2020
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 746 |
|