SVB Wealth’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-547
| Closed | -$96K | – | 1154 |
|
|
2025
Q1 | $96K | Buy |
+547
| New | +$96K | ﹤0.01% | 414 |
|
|
2024
Q1 | – | Sell |
-781
| Closed | -$319K | – | 896 |
|
|
2023
Q4 | $319K | Sell |
781
-654
| -46% | -$267K | 0.01% | 604 |
|
|
2023
Q3 | $496K | Buy |
1,435
+14
| +1% | +$4.84K | 0.01% | 461 |
|
|
2023
Q2 | $584K | Buy |
1,421
+301
| +27% | +$124K | 0.01% | 446 |
|
|
2023
Q1 | $261K | Buy |
+1,120
| New | +$261K | ﹤0.01% | 779 |
|