SteelPeak Wealth’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 |
-1,757
| Closed | -$718K | – | 452 |
|
|
2023
Q4 | $718K | Sell |
1,757
-1,159
| -40% | -$474K | 0.04% | 233 |
|
|
2023
Q3 | $1.01M | Buy |
+2,916
| New | +$1.01M | 0.06% | 183 |
|
|
2022
Q4 | – | Sell |
-2,925
| Closed | -$581K | – | 431 |
|
|
2022
Q3 | $581K | Sell |
2,925
-139
| -5% | -$27.6K | 0.04% | 221 |
|
|
2022
Q2 | $795K | Buy |
3,064
+1,313
| +75% | +$341K | 0.06% | 192 |
|
|
2022
Q1 | $777K | Buy |
1,751
+659
| +60% | +$292K | 0.04% | 206 |
|
|
2021
Q4 | $578K | Buy |
1,092
+174
| +19% | +$92.1K | 0.03% | 226 |
|
|
2021
Q3 | $433K | Sell |
918
-172
| -16% | -$81.1K | 0.03% | 258 |
|
|
2021
Q2 | $394K | Sell |
1,090
-321
| -23% | -$116K | 0.03% | 288 |
|
|
2021
Q1 | $377K | Buy |
+1,411
| New | +$377K | 0.03% | 257 |
|