Spire Wealth 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 | $1.05K | Sell |
5
-20
| -80% | -$4.2K | ﹤0.01% | 2270 |
|
|
2025
Q1 | $4.39K | Buy |
25
+17
| +213% | +$2.98K | ﹤0.01% | 2097 |
|
|
2024
Q4 | $1.86K | Buy |
+8
| New | +$1.86K | ﹤0.01% | 2266 |
|
|
2024
Q2 | – | Sell |
-1,039
| Closed | -$373K | – | 2326 |
|
|
2024
Q1 | $373K | Buy |
1,039
+641
| +161% | +$230K | 0.01% | 595 |
|
|
2023
Q4 | $160K | Buy |
398
+6
| +2% | +$2.41K | 0.01% | 828 |
|
|
2023
Q3 | $136K | Buy |
392
+3
| +0.8% | +$1.04K | 0.01% | 836 |
|
|
2023
Q2 | $160K | Hold |
389
| – | – | 0.01% | 793 |
|
|
2023
Q1 | $90.7K | Buy |
+389
| New | +$90.7K | ﹤0.01% | 998 |
|
|
2022
Q3 | – | Sell |
-390
| Closed | -$101K | – | 2436 |
|
|
2022
Q2 | $101K | Sell |
390
-398
| -51% | -$103K | ﹤0.01% | 1030 |
|
|
2022
Q1 | $350K | Sell |
788
-6
| -0.8% | -$2.67K | 0.01% | 678 |
|
|
2021
Q4 | $420K | Buy |
794
+16
| +2% | +$8.46K | 0.01% | 761 |
|
|
2021
Q3 | $367K | Hold |
778
| – | – | 0.01% | 696 |
|
|
2021
Q2 | $281K | Sell |
778
-106
| -12% | -$38.3K | 0.01% | 798 |
|
|
2021
Q1 | $236K | Buy |
+884
| New | +$236K | 0.01% | 994 |
|