Prospera Financial Services’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
1,666
+159
| +11% | +$33.4K | 0.01% | 1041 |
|
|
2025
Q1 | $264K | Buy |
1,507
+477
| +46% | +$83.7K | 0.01% | 1037 |
|
|
2024
Q4 | $240K | Buy |
1,030
+173
| +20% | +$40.3K | 0.01% | 1013 |
|
|
2024
Q3 | $232K | Sell |
857
-395
| -32% | -$107K | 0.01% | 1026 |
|
|
2024
Q2 | $313K | Buy |
1,252
+480
| +62% | +$120K | 0.01% | 901 |
|
|
2024
Q1 | $277K | Sell |
772
-43
| -5% | -$15.4K | 0.01% | 930 |
|
|
2023
Q4 | $333K | Buy |
815
+227
| +39% | +$92.8K | 0.01% | 799 |
|
|
2023
Q3 | $203K | Sell |
588
-61
| -9% | -$21.1K | 0.01% | 944 |
|
|
2023
Q2 | $267K | Buy |
+649
| New | +$267K | 0.01% | 848 |
|
|
2023
Q1 | – | Sell |
-1,108
| Closed | -$218K | – | 987 |
|
|
2022
Q4 | $218K | Sell |
1,108
-628
| -36% | -$124K | 0.01% | 821 |
|
|
2022
Q3 | $345K | Sell |
1,736
-806
| -32% | -$160K | 0.02% | 612 |
|
|
2022
Q2 | $660K | Buy |
2,542
+451
| +22% | +$117K | 0.03% | 453 |
|
|
2022
Q1 | $927K | Buy |
+2,091
| New | +$927K | 0.04% | 445 |
|
|
2020
Q4 | – | Sell |
-75
| Closed | -$17K | – | 1199 |
|
|
2020
Q3 | $17K | Buy |
+75
| New | +$17K | 0.01% | 944 |
|