TFA
Teamwork Financial Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,669
| Closed | -$917K | – | 164 |
|
|
2024
Q2 | $917K | Buy |
3,669
+1,867
| +104% | +$467K | 0.14% | 76 |
|
|
2024
Q1 | $646K | Buy |
1,802
+616
| +52% | +$221K | 0.1% | 91 |
|
|
2023
Q4 | $485K | Buy |
+1,186
| New | +$485K | 0.08% | 102 |
|
|
2022
Q2 | – | Sell |
-1,790
| Closed | -$794K | – | 234 |
|
|
2022
Q1 | $794K | Sell |
1,790
-505
| -22% | -$224K | 0.15% | 123 |
|
|
2021
Q4 | $1.22M | Sell |
2,295
-351
| -13% | -$186K | 0.22% | 94 |
|
|
2021
Q3 | $1.25M | Sell |
2,646
-1
| -0% | -$472 | 0.25% | 87 |
|
|
2021
Q2 | $957K | Sell |
2,647
-1,036
| -28% | -$375K | 0.2% | 100 |
|
|
2021
Q1 | $985K | Sell |
3,683
-236
| -6% | -$63.1K | 0.23% | 93 |
|
|
2020
Q4 | $1.41M | Sell |
3,919
-1,030
| -21% | -$370K | 0.33% | 54 |
|
|
2020
Q3 | $1.15M | Sell |
4,949
-5,246
| -51% | -$1.21M | 0.36% | 59 |
|
|
2020
Q2 | $2.31M | Sell |
10,195
-2,834
| -22% | -$642K | 0.83% | 23 |
|
|
2020
Q1 | $1.78M | Sell |
13,029
-4,236
| -25% | -$578K | 1.1% | 19 |
|
|
2019
Q4 | $2.27M | Buy |
+17,265
| New | +$2.27M | 1.36% | 16 |
|