Valeo Financial Advisors’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-185
| Closed | -$49K | – | 1187 |
|
|
2021
Q1 | $49K | Sell |
185
-36
| -16% | -$9.54K | ﹤0.01% | 841 |
|
|
2020
Q4 | $79K | Sell |
221
-200
| -48% | -$71.5K | ﹤0.01% | 622 |
|
|
2020
Q3 | $97K | Buy |
421
+26
| +7% | +$5.99K | 0.01% | 469 |
|
|
2020
Q2 | $89K | Hold |
395
| – | – | 0.01% | 517 |
|
|
2020
Q1 | $55K | Buy |
395
+15
| +4% | +$2.09K | 0.01% | 559 |
|
|
2019
Q4 | $50K | Sell |
380
-24
| -6% | -$3.16K | ﹤0.01% | 645 |
|
|
2019
Q3 | $49K | Hold |
404
| – | – | 0.01% | 603 |
|
|
2019
Q2 | $61K | Buy |
404
+92
| +29% | +$13.9K | 0.01% | 546 |
|
|
2019
Q1 | $46K | Sell |
312
-13
| -4% | -$1.92K | 0.01% | 577 |
|
|
2018
Q4 | $27K | Hold |
325
| – | – | ﹤0.01% | 622 |
|
|
2018
Q3 | $26K | Buy |
325
+150
| +86% | +$12K | ﹤0.01% | 679 |
|
|
2018
Q2 | $11K | Hold |
175
| – | – | ﹤0.01% | 911 |
|
|
2018
Q1 | $8K | Hold |
175
| – | – | ﹤0.01% | 991 |
|
|
2017
Q4 | $5K | Buy |
+175
| New | +$5K | ﹤0.01% | 1009 |
|