Regal Investment Advisors’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,789
| Closed | -$735K | – | 518 |
|
|
2023
Q2 | $735K | Buy |
1,789
+540
| +43% | +$222K | 0.06% | 233 |
|
|
2023
Q1 | $291K | Sell |
1,249
-142
| -10% | -$33.1K | 0.03% | 401 |
|
|
2022
Q4 | $274K | Hold |
1,391
| – | – | 0.03% | 397 |
|
|
2022
Q3 | $276K | Sell |
1,391
-231
| -14% | -$45.8K | 0.03% | 380 |
|
|
2022
Q2 | $421K | Sell |
1,622
-289
| -15% | -$75K | 0.04% | 310 |
|
|
2022
Q1 | $848K | Hold |
1,911
| – | – | 0.08% | 238 |
|
|
2021
Q4 | $1.01M | Buy |
1,911
+1
| +0.1% | +$530 | 0.09% | 241 |
|
|
2021
Q3 | $901K | Hold |
1,910
| – | – | 0.09% | 246 |
|
|
2021
Q2 | $691K | Buy |
+1,910
| New | +$691K | 0.07% | 281 |
|
|
2021
Q1 | – | Sell |
-1,942
| Closed | -$697K | – | 268 |
|
|
2020
Q4 | $697K | Buy |
+1,942
| New | +$697K | 0.08% | 227 |
|
|
2020
Q3 | – | Sell |
-1,866
| Closed | -$422K | – | 160 |
|
|
2020
Q2 | $422K | Buy |
+1,866
| New | +$422K | 0.08% | 196 |
|