OneDigital Investment 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 | $231K | Buy |
+1,100
| New | +$231K | ﹤0.01% | 1311 |
|
|
2025
Q1 | – | Sell |
-1,044
| Closed | -$243K | – | 1465 |
|
|
2024
Q4 | $243K | Buy |
1,044
+39
| +4% | +$9.08K | ﹤0.01% | 1237 |
|
|
2024
Q3 | $272K | Buy |
1,005
+153
| +18% | +$41.4K | ﹤0.01% | 1211 |
|
|
2024
Q2 | $213K | Buy |
+852
| New | +$213K | ﹤0.01% | 1262 |
|
|
2018
Q4 | – | Sell |
-800
| Closed | -$65K | – | 1225 |
|
|
2018
Q3 | $65K | Buy |
+800
| New | +$65K | 0.02% | 351 |
|