Raymond James Trust’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-955
| Closed | -$342K | – | 1287 |
|
|
2024
Q1 | $342K | Buy |
955
+68
| +8% | +$24.4K | 0.01% | 905 |
|
|
2023
Q4 | $363K | Buy |
887
+75
| +9% | +$30.7K | 0.01% | 837 |
|
|
2023
Q3 | $281K | Buy |
812
+173
| +27% | +$59.8K | 0.01% | 893 |
|
|
2023
Q2 | $262K | Buy |
+639
| New | +$262K | 0.01% | 962 |
|