Perennial Investment Advisors’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-532
| Closed | -$133K | – | 390 |
|
|
2024
Q2 | $133K | Sell |
532
-58
| -10% | -$14.5K | 0.02% | 344 |
|
|
2024
Q1 | $212K | Buy |
590
+100
| +20% | +$35.9K | 0.03% | 311 |
|
|
2023
Q4 | $200K | Hold |
490
| – | – | 0.03% | 306 |
|
|
2023
Q3 | $169K | Hold |
490
| – | – | 0.03% | 312 |
|
|
2023
Q2 | $201K | Sell |
490
-100
| -17% | -$41.1K | 0.04% | 305 |
|
|
2023
Q1 | $138K | Buy |
+590
| New | +$138K | 0.03% | 319 |
|
|
2022
Q3 | – | Sell |
-1,445
| Closed | -$376K | – | 222 |
|
|
2022
Q2 | $376K | Hold |
1,445
| – | – | 0.15% | 125 |
|
|
2022
Q1 | $641K | Sell |
1,445
-10
| -0.7% | -$4.44K | 0.2% | 95 |
|
|
2021
Q4 | $770K | Hold |
1,455
| – | – | 0.24% | 83 |
|
|
2021
Q3 | $687K | Buy |
1,455
+10
| +0.7% | +$4.72K | 0.24% | 90 |
|
|
2021
Q2 | $522K | Sell |
1,445
-25
| -2% | -$9.03K | 0.19% | 106 |
|
|
2021
Q1 | $393K | Buy |
1,470
+45
| +3% | +$12K | 0.16% | 119 |
|
|
2020
Q4 | $512K | Hold |
1,425
| – | – | 0.22% | 90 |
|
|
2020
Q3 | $331K | Sell |
1,425
-150
| -10% | -$34.8K | 0.17% | 106 |
|
|
2020
Q2 | $356K | Buy |
1,575
+25
| +2% | +$5.65K | 0.24% | 81 |
|
|
2020
Q1 | $212K | Buy |
+1,550
| New | +$212K | 0.19% | 108 |
|