Sowell Financial Services’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 |
-1,502
| Closed | -$263K | – | 1080 |
|
|
2025
Q1 | $263K | Buy |
+1,502
| New | +$263K | 0.01% | 821 |
|
|
2021
Q2 | – | Sell |
-354
| Closed | -$91K | – | 1827 |
|
|
2021
Q1 | $91K | Sell |
354
-71
| -17% | -$18.3K | ﹤0.01% | 1409 |
|
|
2020
Q4 | $153K | Sell |
425
-20
| -4% | -$7.2K | 0.01% | 966 |
|
|
2020
Q3 | $103K | Sell |
445
-351
| -44% | -$81.2K | 0.01% | 964 |
|
|
2020
Q2 | $180K | Buy |
796
+502
| +171% | +$114K | 0.01% | 759 |
|
|
2020
Q1 | $40K | Sell |
294
-138
| -32% | -$18.8K | ﹤0.01% | 1130 |
|
|
2019
Q4 | $57K | Buy |
+432
| New | +$57K | ﹤0.01% | 1114 |
|