Stratos Wealth Partners’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,693
| Closed | -$1.27M | – | 1502 |
|
|
2024
Q3 | $1.27M | Buy |
+4,693
| New | +$1.27M | 0.02% | 591 |
|
|
2024
Q2 | – | Sell |
-936
| Closed | -$336K | – | 1417 |
|
|
2024
Q1 | $336K | Buy |
936
+223
| +31% | +$80K | 0.01% | 1052 |
|
|
2023
Q4 | $292K | Buy |
+713
| New | +$292K | 0.01% | 1096 |
|
|
2021
Q1 | – | Sell |
-674
| Closed | -$242K | – | 1145 |
|
|
2020
Q4 | $242K | Buy |
+674
| New | +$242K | 0.01% | 932 |
|
|
2019
Q2 | – | Sell |
-1,452
| Closed | -$213K | – | 979 |
|
|
2019
Q1 | $213K | Buy |
+1,452
| New | +$213K | 0.01% | 843 |
|
|
2018
Q4 | – | Sell |
-5,619
| Closed | -$458K | – | 1806 |
|
|
2018
Q3 | $458K | Sell |
5,619
-1,011
| -15% | -$82.4K | 0.02% | 570 |
|
|
2018
Q2 | $329K | Buy |
6,630
+2,560
| +63% | +$127K | 0.01% | 702 |
|
|
2018
Q1 | $177K | Buy |
+4,070
| New | +$177K | 0.01% | 958 |
|