Shelton Capital Management’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,864
| Closed | -$1.55M | – | 726 |
|
|
2025
Q1 | $1.55M | Hold |
8,864
| – | – | 0.04% | 241 |
|
|
2024
Q4 | $2.06M | Hold |
8,864
| – | – | 0.05% | 228 |
|
|
2024
Q3 | $2.4M | Hold |
8,864
| – | – | 0.06% | 228 |
|
|
2024
Q2 | $2.22M | Buy |
8,864
+503
| +6% | +$126K | 0.06% | 229 |
|
|
2024
Q1 | $3M | Hold |
8,361
| – | – | 0.09% | 215 |
|
|
2023
Q4 | $3.42M | Buy |
+8,361
| New | +$3.42M | 0.11% | 196 |
|