SFG
Synergy Financial Group’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,412
| Closed | -$577K | – | 87 |
|
|
2023
Q4 | $577K | Sell |
1,412
-148
| -9% | -$60.5K | 0.71% | 32 |
|
|
2023
Q3 | $540K | Buy |
1,560
+23
| +1% | +$7.96K | 0.75% | 35 |
|
|
2023
Q2 | $632K | Hold |
1,537
| – | – | 0.85% | 31 |
|
|
2023
Q1 | $358K | Hold |
1,537
| – | – | 0.58% | 44 |
|
|
2022
Q4 | $303K | Sell |
1,537
-552
| -26% | -$109K | 0.6% | 48 |
|
|
2022
Q3 | $415K | Buy |
2,089
+64
| +3% | +$12.7K | 0.62% | 48 |
|
|
2022
Q2 | $525K | Sell |
2,025
-209
| -9% | -$54.2K | 0.82% | 41 |
|
|
2022
Q1 | $991K | Hold |
2,234
| – | – | 1.04% | 31 |
|
|
2021
Q4 | $1.18M | Buy |
+2,234
| New | +$1.18M | 1.06% | 25 |
|