True Wealth Design’s MongoDB MDB Stock Holding History

True Wealth Design’s Portfolio MDB Stock Details MDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$119K	Buy
2025 Q2	$43.5K	Buy
2025 Q1	$2.81K	Buy
2024 Q4	$233	Buy
2023 Q3	–	Sell
2023 Q2	$411	Hold
2023 Q1	$234	Buy