Plante Moran Financial Advisors’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-28
| Closed | -$7.57K | – | 966 |
|
|
2024
Q3 | $7.57K | Sell |
28
-21
| -43% | -$5.68K | ﹤0.01% | 633 |
|
|
2024
Q2 | $12.2K | Buy |
49
+19
| +63% | +$4.75K | ﹤0.01% | 555 |
|
|
2024
Q1 | $10.8K | Sell |
30
-1
| -3% | -$359 | ﹤0.01% | 595 |
|
|
2023
Q4 | $12.7K | Buy |
+31
| New | +$12.7K | ﹤0.01% | 522 |
|
|
2023
Q3 | – | Sell |
-8
| Closed | -$3.29K | – | 838 |
|
|
2023
Q2 | $3.29K | Buy |
+8
| New | +$3.29K | ﹤0.01% | 657 |
|
|
2022
Q2 | – | Sell |
-75
| Closed | -$33K | – | 1029 |
|
|
2022
Q1 | $33K | Sell |
75
-15
| -17% | -$6.6K | 0.01% | 397 |
|
|
2021
Q4 | $48K | Hold |
90
| – | – | 0.01% | 372 |
|
|
2021
Q3 | $42K | Hold |
90
| – | – | 0.01% | 415 |
|
|
2021
Q2 | $33K | Buy |
90
+75
| +500% | +$27.5K | 0.01% | 454 |
|
|
2021
Q1 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 814 |
|
|
2020
Q4 | – | Sell |
-95
| Closed | -$22K | – | 966 |
|
|
2020
Q3 | $22K | Buy |
+95
| New | +$22K | 0.01% | 476 |
|