TWM

TriaGen Wealth Management’s MongoDB MDB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,000	Closed	-$1.43M	–	170
2024 Q1	$1.43M	Sell	4,000 -4,032	-50%	-$1.45M	0.6%	51
2023 Q4	$3.28M	Buy	+8,032	New	+$3.28M	1.57%	10