Realta 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
Q2 | – | Sell |
-563
| Closed | -$202K | – | 813 |
|
|
2024
Q1 | $202K | Buy |
563
+44
| +8% | +$15.8K | 0.04% | 403 |
|
|
2023
Q4 | $212K | Buy |
+519
| New | +$212K | 0.05% | 396 |
|
|
2021
Q2 | – | Sell |
-2,929
| Closed | -$783K | – | 407 |
|
|
2021
Q1 | $783K | Sell |
2,929
-1
| -0% | -$267 | 0.21% | 131 |
|
|
2020
Q4 | $1.05M | Sell |
2,930
-2,064
| -41% | -$741K | 0.3% | 76 |
|
|
2020
Q3 | $1.16M | Sell |
4,994
-90
| -2% | -$20.8K | 0.39% | 55 |
|
|
2020
Q2 | $1.15M | Buy |
5,084
+865
| +21% | +$196K | 0.38% | 57 |
|
|
2020
Q1 | $576K | Sell |
4,219
-2,674
| -39% | -$365K | 0.25% | 109 |
|
|
2019
Q4 | $1.03M | Buy |
6,893
+85
| +1% | +$12.6K | 0.28% | 69 |
|
|
2019
Q3 | $819K | Buy |
6,808
+1,766
| +35% | +$212K | 0.22% | 97 |
|
|
2019
Q2 | $766K | Buy |
5,042
+4,899
| +3,426% | +$744K | 0.21% | 107 |
|
|
2019
Q1 | $21K | Buy |
+143
| New | +$21K | 0.01% | 749 |
|