Sentry Investment Management’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,345
| Closed | -$198K | – | 506 |
|
|
2025
Q1 | $198K | Buy |
1,345
+27
| +2% | +$3.98K | 0.13% | 162 |
|
|
2024
Q4 | $307K | Buy |
1,318
+284
| +27% | +$66.2K | 0.15% | 144 |
|
|
2024
Q3 | $280K | Hold |
1,034
| – | – | 0.12% | 171 |
|
|
2024
Q2 | $258K | Sell |
1,034
-70
| -6% | -$17.5K | 0.11% | 175 |
|
|
2024
Q1 | $396K | Hold |
1,104
| – | – | 0.15% | 151 |
|
|
2023
Q4 | $451K | Buy |
+1,104
| New | +$451K | 0.19% | 132 |
|
|
2022
Q4 | – | Sell |
-168
| Closed | -$33K | – | 512 |
|
|
2022
Q3 | $33K | Buy |
+168
| New | +$33K | 0.02% | 522 |
|