STA
Summit Trail Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
+4,919
| New | +$1.03M | 0.02% | 466 |
|
|
2025
Q1 | – | Sell |
-962
| Closed | -$224K | – | 450 |
|
|
2024
Q4 | $224K | Buy |
+962
| New | +$224K | 0.01% | 339 |
|
|
2023
Q3 | – | Sell |
-538
| Closed | -$221K | – | 564 |
|
|
2023
Q2 | $221K | Buy |
+538
| New | +$221K | 0.01% | 456 |
|