TRUE Private Wealth Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-331
| Closed | -$118K | – | 511 |
|
|
2020
Q4 | $118K | Sell |
331
-250
| -43% | -$89.1K | 0.02% | 253 |
|
|
2020
Q3 | $134K | Hold |
581
| – | – | 0.02% | 219 |
|
|
2020
Q2 | $131K | Sell |
581
-350
| -38% | -$78.9K | 0.02% | 212 |
|
|
2020
Q1 | $127K | Sell |
931
-100
| -10% | -$13.6K | 0.03% | 182 |
|
|
2019
Q4 | $135K | Buy |
+1,031
| New | +$135K | 0.02% | 257 |
|
|
2019
Q3 | – | Sell |
-1,431
| Closed | -$217K | – | 525 |
|
|
2019
Q2 | $217K | Sell |
1,431
-300
| -17% | -$45.5K | 0.04% | 181 |
|
|
2019
Q1 | $254K | Buy |
+1,731
| New | +$254K | 0.05% | 174 |
|
|
2018
Q4 | – | Sell |
-2,231
| Closed | -$182K | – | 649 |
|
|
2018
Q3 | $182K | Buy |
+2,231
| New | +$182K | 0.03% | 272 |
|