NIM
NEOS Investment Management’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,467
| Closed | -$784K | – | 622 |
|
|
2025
Q1 | $784K | Buy |
4,467
+941
| +27% | +$165K | 0.01% | 468 |
|
|
2024
Q4 | $821K | Buy |
3,526
+222
| +7% | +$51.7K | 0.02% | 443 |
|
|
2024
Q3 | $893K | Buy |
3,304
+239
| +8% | +$64.6K | 0.03% | 398 |
|
|
2024
Q2 | $766K | Buy |
3,065
+748
| +32% | +$187K | 0.03% | 368 |
|
|
2024
Q1 | $831K | Sell |
2,317
-42
| -2% | -$15.1K | 0.05% | 297 |
|
|
2023
Q4 | $964K | Buy |
+2,359
| New | +$964K | 0.09% | 190 |
|