TWA
TCI Wealth Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-242
| Closed | -$56.4K | – | 1382 |
|
|
2023
Q1 | $56.4K | Sell |
242
-50
| -17% | -$11.7K | 0.01% | 402 |
|
|
2022
Q4 | $57.5K | Buy |
292
+3
| +1% | +$591 | 0.01% | 368 |
|
|
2022
Q3 | $57K | Buy |
289
+44
| +18% | +$8.68K | 0.01% | 332 |
|
|
2022
Q2 | $64K | Sell |
245
-16
| -6% | -$4.18K | 0.01% | 315 |
|
|
2022
Q1 | $116K | Buy |
261
+6
| +2% | +$2.67K | 0.02% | 239 |
|
|
2021
Q4 | $135K | Sell |
255
-24
| -9% | -$12.7K | 0.02% | 221 |
|
|
2021
Q3 | $132K | Sell |
279
-38
| -12% | -$18K | 0.02% | 231 |
|
|
2021
Q2 | $115K | Sell |
317
-109
| -26% | -$39.5K | 0.02% | 237 |
|
|
2021
Q1 | $114K | Sell |
426
-81
| -16% | -$21.7K | 0.05% | 202 |
|
|
2020
Q4 | $182K | Hold |
507
| – | – | 0.08% | 147 |
|
|
2020
Q3 | $117K | Hold |
507
| – | – | 0.05% | 176 |
|
|
2020
Q2 | $115K | Sell |
507
-2
| -0.4% | -$454 | 0.05% | 185 |
|
|
2020
Q1 | $69K | Hold |
509
| – | – | 0.03% | 248 |
|
|
2019
Q4 | $67K | Buy |
509
+2
| +0.4% | +$263 | 0.03% | 319 |
|
|
2019
Q3 | $61K | Hold |
507
| – | – | 0.03% | 290 |
|
|
2019
Q2 | $77K | Sell |
507
-10
| -2% | -$1.52K | 0.03% | 249 |
|
|
2019
Q1 | $76K | Hold |
517
| – | – | 0.03% | 273 |
|
|
2018
Q4 | $43K | Buy |
517
+514
| +17,133% | +$42.8K | 0.02% | 329 |
|
|
2018
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1512 |
|