SWS
SYSTM Wealth Solutions’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $541 | Sell |
2
-11,336
| -100% | -$3.07M | 0.02% | 88 |
|
|
2024
Q2 | $2.83M | Buy |
11,338
+4,588
| +68% | +$1.15M | 0.63% | 56 |
|
|
2024
Q1 | $2.42M | Buy |
6,750
+714
| +12% | +$256K | 0.31% | 96 |
|
|
2023
Q4 | $2.47M | Buy |
6,036
+675
| +13% | +$276K | 0.34% | 81 |
|
|
2023
Q3 | $1.85M | Buy |
5,361
+260
| +5% | +$89.9K | 0.29% | 98 |
|
|
2023
Q2 | $2.1M | Sell |
5,101
-1,882
| -27% | -$773K | 0.28% | 94 |
|
|
2023
Q1 | $1.63M | Buy |
6,983
+4,209
| +152% | +$981K | 0.25% | 104 |
|
|
2022
Q4 | $546K | Buy |
+2,774
| New | +$546K | 0.07% | 328 |
|