Roth Financial Partners’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-500
| Closed | -$204K | – | 31 |
|
|
2023
Q4 | $204K | Buy |
+500
| New | +$204K | 0.1% | 27 |
|
|
2023
Q3 | – | Sell |
-500
| Closed | -$205K | – | 27 |
|
|
2023
Q2 | $205K | Buy |
+500
| New | +$205K | 0.13% | 22 |
|
|
2022
Q2 | – | Sell |
-500
| Closed | -$222K | – | 31 |
|
|
2022
Q1 | $222K | Hold |
500
| – | – | 0.16% | 24 |
|
|
2021
Q4 | $265K | Hold |
500
| – | – | 0.19% | 21 |
|
|
2021
Q3 | $236K | Buy |
+500
| New | +$236K | 0.18% | 20 |
|