True Wealth Design’s MongoDB MDB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $43.5K | Buy |
207
+191
| +1,194% | +$40.1K | 0.02% | 221 |
|
2025
Q1 | $2.81K | Buy |
16
+15
| +1,500% | +$2.63K | ﹤0.01% | 890 |
|
2024
Q4 | $233 | Buy |
+1
| New | +$233 | ﹤0.01% | 1198 |
|
2023
Q3 | – | Sell |
-1
| Closed | -$411 | – | 800 |
|
2023
Q2 | $411 | Hold |
1
| – | – | ﹤0.01% | 495 |
|
2023
Q1 | $234 | Buy |
+1
| New | +$234 | ﹤0.01% | 704 |
|