Nisa Investment Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Sell |
753
-47
| -6% | -$9.87K | ﹤0.01% | 1281 |
|
|
2025
Q1 | $140K | Sell |
800
-4,955
| -86% | -$869K | ﹤0.01% | 1312 |
|
|
2024
Q4 | $1.34M | Buy |
5,755
+4,665
| +428% | +$1.09M | 0.01% | 801 |
|
|
2024
Q3 | $295K | Buy |
1,090
+40
| +4% | +$10.8K | ﹤0.01% | 1188 |
|
|
2024
Q2 | $262K | Hold |
1,050
| – | – | ﹤0.01% | 1241 |
|
|
2024
Q1 | $377K | Hold |
1,050
| – | – | ﹤0.01% | 1166 |
|
|
2023
Q4 | $429K | Sell |
1,050
-2,200
| -68% | -$899K | ﹤0.01% | 1097 |
|
|
2023
Q3 | $1.12M | Sell |
3,250
-90
| -3% | -$31.1K | 0.01% | 838 |
|
|
2023
Q2 | $1.37M | Buy |
3,340
+2,200
| +193% | +$904K | 0.01% | 791 |
|
|
2023
Q1 | $266K | Sell |
1,140
-9,200
| -89% | -$2.15M | ﹤0.01% | 1234 |
|
|
2022
Q4 | $2.04M | Buy |
10,340
+9,780
| +1,746% | +$1.92M | 0.02% | 730 |
|
|
2022
Q3 | $102K | Sell |
560
-2,610
| -82% | -$475K | ﹤0.01% | 1499 |
|
|
2022
Q2 | $823K | Buy |
3,170
+2,900
| +1,074% | +$753K | 0.01% | 882 |
|
|
2022
Q1 | $120K | Sell |
270
-30
| -10% | -$13.3K | ﹤0.01% | 1558 |
|
|
2021
Q4 | $122K | Hold |
300
| – | – | ﹤0.01% | 1441 |
|
|
2021
Q3 | $141 | Hold |
300
| – | – | ﹤0.01% | 1548 |
|
|
2021
Q2 | $108 | Hold |
300
| – | – | ﹤0.01% | 1651 |
|
|
2021
Q1 | $80 | Sell |
300
-350
| -54% | -$93 | ﹤0.01% | 1845 |
|
|
2020
Q4 | $233K | Buy |
+650
| New | +$233K | ﹤0.01% | 1408 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$27K | – | 2093 |
|
|
2020
Q1 | $27K | Hold |
200
| – | – | ﹤0.01% | 1654 |
|
|
2019
Q4 | $26K | Buy |
+200
| New | +$26K | ﹤0.01% | 1651 |
|