LSA
L & S Advisors’s MongoDB MDB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-5,724
| Closed | -$1.33M | – | 368 |
|
2024
Q4 | $1.33M | Sell |
5,724
-31
| -0.5% | -$7.22K | 0.15% | 157 |
|
2024
Q3 | $1.56M | Buy |
5,755
+4,113
| +250% | +$1.11M | 0.16% | 145 |
|
2024
Q2 | $410K | Sell |
1,642
-3,085
| -65% | -$771K | 0.05% | 233 |
|
2024
Q1 | $1.7M | Buy |
4,727
+1,371
| +41% | +$492K | 0.19% | 137 |
|
2023
Q4 | $1.37M | Buy |
3,356
+198
| +6% | +$81K | 0.17% | 139 |
|
2023
Q3 | $1.09M | Buy |
3,158
+136
| +5% | +$47K | 0.16% | 150 |
|
2023
Q2 | $1.24M | Sell |
3,022
-1,713
| -36% | -$704K | 0.17% | 129 |
|
2023
Q1 | $1.1M | Sell |
4,735
-923
| -16% | -$215K | 0.15% | 138 |
|
2022
Q4 | $1.11M | Buy |
+5,658
| New | +$1.11M | 0.21% | 112 |
|
2022
Q3 | – | Sell |
-1,135
| Closed | -$295K | – | 255 |
|
2022
Q2 | $295K | Hold |
1,135
| – | – | 0.05% | 185 |
|
2022
Q1 | $503K | Hold |
1,135
| – | – | 0.06% | 206 |
|
2021
Q4 | $601K | Buy |
+1,135
| New | +$601K | 0.06% | 208 |
|