Provenance Wealth Advisors’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63K | Sell |
300
-227
| -43% | -$47.7K | 0.01% | 192 |
|
|
2025
Q1 | $92.4K | Buy |
527
+203
| +63% | +$35.6K | 0.01% | 188 |
|
|
2024
Q4 | $75.4K | Hold |
324
| – | – | 0.01% | 204 |
|
|
2024
Q3 | $87.6K | Hold |
324
| – | – | 0.01% | 200 |
|
|
2024
Q2 | $81K | Hold |
324
| – | – | 0.01% | 184 |
|
|
2024
Q1 | $116K | Buy |
324
+124
| +62% | +$44.5K | 0.02% | 172 |
|
|
2023
Q4 | $81.8K | Hold |
200
| – | – | 0.01% | 175 |
|
|
2023
Q3 | $69.2K | Buy |
+200
| New | +$69.2K | 0.01% | 162 |
|