UWP

Uniting Wealth Partners’s MongoDB MDB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$210K	Sell	1,000 -1,000	-50%	-$210K	0.08%	102
2025 Q1	$351K	Sell	2,000 -1,000	-33%	-$175K	0.18%	62
2024 Q4	$698K	Buy	+3,000	New	+$698K	0.34%	40