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