Summit Securities Group’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-72
| Closed | -$16.8K | – | 839 |
|
|
2024
Q4 | $16.8K | Sell |
72
-128
| -64% | -$29.8K | ﹤0.01% | 283 |
|
|
2024
Q3 | $54K | Buy |
200
+190
| +1,900% | +$51.3K | 0.01% | 118 |
|
|
2024
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 406 |
|
|
2024
Q1 | – | Sell |
-506
| Closed | -$207K | – | 567 |
|
|
2023
Q4 | $207K | Buy |
506
+6
| +1% | +$2.46K | 0.02% | 113 |
|
|
2023
Q3 | $173K | Buy |
+500
| New | +$173K | 0.02% | 78 |
|
|
2023
Q1 | – | Sell |
-200
| Closed | -$39K | – | 901 |
|
|
2022
Q4 | $39K | Buy |
+200
| New | +$39K | ﹤0.01% | 546 |
|
|
2021
Q2 | – | Sell |
-6,000
| Closed | -$1.61M | – | 413 |
|
|
2021
Q1 | $1.61M | Buy |
6,000
+5,300
| +757% | +$1.42M | 0.18% | 55 |
|
|
2020
Q4 | $251K | Buy |
+700
| New | +$251K | 0.02% | 217 |
|