Lido Advisors’s MongoDB MDB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,160
Closed -$204K 1493
2025
Q1
$204K Sell
1,160
-48
-4% -$8.43K ﹤0.01% 1284
2024
Q4
$281K Buy
1,208
+17
+1% +$3.96K ﹤0.01% 1124
2024
Q3
$322K Buy
1,191
+23
+2% +$6.22K ﹤0.01% 1023
2024
Q2
$292K Sell
1,168
-108
-8% -$27K ﹤0.01% 1019
2024
Q1
$458K Buy
1,276
+778
+156% +$279K ﹤0.01% 846
2023
Q4
$204K Buy
+498
New +$204K ﹤0.01% 1091