TWM
Tanager Wealth Management’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-958
| Closed | -$223K | – | 123 |
|
|
2024
Q4 | $223K | Buy |
958
+1
| +0.1% | +$233 | 0.03% | 111 |
|
|
2024
Q3 | $259K | Buy |
957
+43
| +5% | +$11.6K | 0.03% | 92 |
|
|
2024
Q2 | $228K | Hold |
914
| – | – | 0.03% | 87 |
|
|
2024
Q1 | $328K | Hold |
914
| – | – | 0.05% | 68 |
|
|
2023
Q4 | $374K | Hold |
914
| – | – | 0.07% | 62 |
|
|
2023
Q3 | $316K | Buy |
+914
| New | +$316K | 0.07% | 60 |
|