Prime Capital 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
Q4 | – | Sell |
-1,190
| Closed | -$322K | – | 940 |
|
2024
Q3 | $322K | Buy |
1,190
+59
| +5% | +$16K | ﹤0.01% | 707 |
|
2024
Q2 | $283K | Sell |
1,131
-602
| -35% | -$150K | ﹤0.01% | 742 |
|
2024
Q1 | $622K | Sell |
1,733
-78
| -4% | -$28K | 0.01% | 563 |
|
2023
Q4 | $740K | Buy |
1,811
+1,155
| +176% | +$472K | 0.01% | 487 |
|
2023
Q3 | $227K | Buy |
656
+8
| +1% | +$2.77K | ﹤0.01% | 656 |
|
2023
Q2 | $266K | Buy |
+648
| New | +$266K | 0.01% | 637 |
|
2022
Q2 | – | Sell |
-490
| Closed | -$259K | – | 403 |
|
2022
Q1 | $259K | Hold |
490
| – | – | 0.01% | 314 |
|
2021
Q4 | $259K | Buy |
+490
| New | +$259K | 0.01% | 314 |
|
2020
Q1 | – | Sell |
-125
| Closed | -$16K | – | 556 |
|
2019
Q4 | $16K | Hold |
125
| – | – | ﹤0.01% | 441 |
|
2019
Q3 | $15K | Buy |
+125
| New | +$15K | ﹤0.01% | 459 |
|