TA
TFB Advisors’s MongoDB MDB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-964
| Closed | -$224K | – | 329 |
|
2024
Q4 | $224K | Buy |
964
+3
| +0.3% | +$698 | 0.06% | 298 |
|
2024
Q3 | $260K | Sell |
961
-21
| -2% | -$5.68K | 0.08% | 262 |
|
2024
Q2 | $245K | Buy |
982
+123
| +14% | +$30.7K | 0.08% | 256 |
|
2024
Q1 | $321K | Buy |
+859
| New | +$321K | 0.12% | 191 |
|
2023
Q4 | – | Sell |
-660
| Closed | -$228K | – | 186 |
|
2023
Q3 | $228K | Buy |
+660
| New | +$228K | 0.28% | 94 |
|