Kovack Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-497
| Closed | -$203K | – | 563 |
|
|
2023
Q4 | $203K | Sell |
497
-1,020
| -67% | -$417K | 0.02% | 520 |
|
|
2023
Q3 | $525K | Sell |
1,517
-200
| -12% | -$69.2K | 0.07% | 248 |
|
|
2023
Q2 | $706K | Buy |
1,717
+226
| +15% | +$92.9K | 0.09% | 214 |
|
|
2023
Q1 | $348K | Sell |
1,491
-85
| -5% | -$19.8K | 0.05% | 377 |
|
|
2022
Q4 | $310K | Sell |
1,576
-563
| -26% | -$111K | 0.05% | 396 |
|
|
2022
Q3 | $425K | Sell |
2,139
-159
| -7% | -$31.6K | 0.06% | 318 |
|
|
2022
Q2 | $596K | Buy |
2,298
+80
| +4% | +$20.7K | 0.08% | 270 |
|
|
2022
Q1 | $983K | Sell |
2,218
-52
| -2% | -$23K | 0.1% | 212 |
|
|
2021
Q4 | $1.2M | Buy |
2,270
+21
| +0.9% | +$11.1K | 0.12% | 188 |
|
|
2021
Q3 | $1.06M | Hold |
2,249
| – | – | 0.12% | 201 |
|
|
2021
Q2 | $813K | Sell |
2,249
-131
| -6% | -$47.4K | 0.09% | 235 |
|
|
2021
Q1 | $636K | Sell |
2,380
-140
| -6% | -$37.4K | 0.08% | 265 |
|
|
2020
Q4 | $905K | Buy |
2,520
+500
| +25% | +$180K | 0.13% | 173 |
|
|
2020
Q3 | $468K | Hold |
2,020
| – | – | 0.08% | 236 |
|
|
2020
Q2 | $457K | Buy |
2,020
+25
| +1% | +$5.66K | 0.09% | 226 |
|
|
2020
Q1 | $272K | Sell |
1,995
-50
| -2% | -$6.82K | 0.06% | 315 |
|
|
2019
Q4 | $269K | Buy |
2,045
+115
| +6% | +$15.1K | 0.05% | 378 |
|
|
2019
Q3 | $233K | Buy |
1,930
+105
| +6% | +$12.7K | 0.05% | 388 |
|
|
2019
Q2 | $278K | Buy |
+1,825
| New | +$278K | 0.06% | 320 |
|