MWA
MN Wealth Advisors’s MongoDB MDB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $707K | Sell |
3,368
-82
| -2% | -$17.2K | 0.41% | 55 |
|
2025
Q1 | $605K | Sell |
3,450
-663
| -16% | -$116K | 0.36% | 60 |
|
2024
Q4 | $958K | Buy |
4,113
+1,537
| +60% | +$358K | 0.54% | 44 |
|
2024
Q3 | $696K | Buy |
2,576
+273
| +12% | +$73.8K | 0.4% | 50 |
|
2024
Q2 | $576K | Buy |
+2,303
| New | +$576K | 0.33% | 56 |
|