Prio Wealth Limited Partnership’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $203K | Buy |
+750
| New | +$203K | 0.01% | 261 |
|
|
2024
Q2 | – | Sell |
-750
| Closed | -$269K | – | 268 |
|
|
2024
Q1 | $269K | Hold |
750
| – | – | 0.01% | 236 |
|
|
2023
Q4 | $307K | Hold |
750
| – | – | 0.01% | 215 |
|
|
2023
Q3 | $259K | Hold |
750
| – | – | 0.01% | 223 |
|
|
2023
Q2 | $308K | Buy |
+750
| New | +$308K | 0.01% | 216 |
|
|
2022
Q2 | – | Sell |
-750
| Closed | -$333K | – | 259 |
|
|
2022
Q1 | $333K | Sell |
750
-250
| -25% | -$111K | 0.01% | 224 |
|
|
2021
Q4 | $529K | Hold |
1,000
| – | – | 0.02% | 196 |
|
|
2021
Q3 | $472K | Hold |
1,000
| – | – | 0.02% | 202 |
|
|
2021
Q2 | $362K | Hold |
1,000
| – | – | 0.01% | 222 |
|
|
2021
Q1 | $267K | Hold |
1,000
| – | – | 0.01% | 249 |
|
|
2020
Q4 | $359K | Hold |
1,000
| – | – | 0.01% | 217 |
|
|
2020
Q3 | $232K | Hold |
1,000
| – | – | 0.01% | 241 |
|
|
2020
Q2 | $226K | Buy |
+1,000
| New | +$226K | 0.01% | 238 |
|