JFS Wealth Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05K | Sell |
5
-5
| -50% | -$1.05K | ﹤0.01% | 1558 |
|
|
2025
Q1 | $1.75K | Buy |
10
+1
| +11% | +$175 | ﹤0.01% | 1509 |
|
|
2024
Q4 | $2.1K | Hold |
9
| – | – | ﹤0.01% | 1460 |
|
|
2024
Q3 | $2.43K | Hold |
9
| – | – | ﹤0.01% | 1401 |
|
|
2024
Q2 | $2.25K | Sell |
9
-2
| -18% | -$500 | ﹤0.01% | 1391 |
|
|
2024
Q1 | $3.95K | Hold |
11
| – | – | ﹤0.01% | 1186 |
|
|
2023
Q4 | $4.5K | Hold |
11
| – | – | ﹤0.01% | 1103 |
|
|
2023
Q3 | $3.81K | Buy |
11
+2
| +22% | +$692 | ﹤0.01% | 1110 |
|
|
2023
Q2 | $3.7K | Hold |
9
| – | – | ﹤0.01% | 1141 |
|
|
2023
Q1 | $2.1K | Buy |
9
+6
| +200% | +$1.4K | ﹤0.01% | 1342 |
|
|
2022
Q4 | $591 | Sell |
3
-56
| -95% | -$11K | ﹤0.01% | 1712 |
|
|
2022
Q3 | $12K | Buy |
59
+4
| +7% | +$814 | ﹤0.01% | 682 |
|
|
2022
Q2 | $14K | Sell |
55
-14
| -20% | -$3.56K | ﹤0.01% | 668 |
|
|
2022
Q1 | $31K | Buy |
69
+15
| +28% | +$6.74K | ﹤0.01% | 515 |
|
|
2021
Q4 | $29K | Buy |
54
+4
| +8% | +$2.15K | ﹤0.01% | 507 |
|
|
2021
Q3 | $24K | Buy |
+50
| New | +$24K | ﹤0.01% | 517 |
|