SWM
Sugarloaf Wealth Management’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-100
| Closed | -$19.7K | – | 753 |
|
|
2022
Q4 | $19.7K | Buy |
100
+61
| +156% | +$12K | ﹤0.01% | 408 |
|
|
2022
Q3 | $9K | Buy |
39
+5
| +15% | +$1.15K | ﹤0.01% | 535 |
|
|
2022
Q2 | $9K | Buy |
34
+30
| +750% | +$7.94K | ﹤0.01% | 527 |
|
|
2022
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 640 |
|
|
2021
Q4 | $2K | Hold |
4
| – | – | ﹤0.01% | 667 |
|
|
2021
Q3 | $2K | Hold |
4
| – | – | ﹤0.01% | 677 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 710 |
|
|
2021
Q1 | $1 | Buy |
+4
| New | +$1 | ﹤0.01% | 712 |
|
|
2020
Q2 | – | Sell |
-10
| Closed | -$1K | – | 703 |
|
|
2020
Q1 | $1K | Sell |
10
-110
| -92% | -$11K | ﹤0.01% | 656 |
|
|
2019
Q4 | $16K | Buy |
+120
| New | +$16K | 0.01% | 400 |
|