KWA
MDB icon

Kingswood Wealth Advisors’s MongoDB MDB Stock Holding History

Kingswood Wealth Advisors’s Portfolio MDB Stock Details MDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-625
Closed -$257K – 464
2023
Q2 		$257K Buy
+625
New +$257K 0.08% 220