TPWA
Twin Peaks Wealth Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Buy |
+951
| New | +$198K | 0.06% | 158 |
|
|
2025
Q1 | – | Sell |
-949
| Closed | -$221K | – | 148 |
|
|
2024
Q4 | $221K | Hold |
949
| – | – | 0.09% | 130 |
|
|
2024
Q3 | $257K | Hold |
949
| – | – | 0.12% | 108 |
|
|
2024
Q2 | $237K | Sell |
949
-1
| -0.1% | -$250 | 0.12% | 114 |
|
|
2024
Q1 | $341K | Hold |
950
| – | – | 0.19% | 90 |
|
|
2023
Q4 | $388K | Buy |
+950
| New | +$388K | 0.25% | 78 |
|