NewEdge Wealth’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 |
-1,202
| Closed | -$211K | – | 1004 |
|
|
2025
Q1 | $211K | Buy |
1,202
+7
| +0.6% | +$1.23K | ﹤0.01% | 876 |
|
|
2024
Q4 | $278K | Buy |
1,195
+102
| +9% | +$23.8K | ﹤0.01% | 783 |
|
|
2024
Q3 | $295K | Buy |
+1,093
| New | +$295K | 0.01% | 730 |
|
|
2024
Q2 | – | Sell |
-609
| Closed | -$221K | – | 798 |
|
|
2024
Q1 | $221K | Buy |
+609
| New | +$221K | 0.01% | 743 |
|