Valmark Advisers’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,044
| Closed | -$553K | – | 611 |
|
|
2024
Q3 | $553K | Sell |
2,044
-19
| -0.9% | -$5.14K | 0.01% | 399 |
|
|
2024
Q2 | $516K | Sell |
2,063
-51
| -2% | -$12.7K | 0.01% | 379 |
|
|
2024
Q1 | $758K | Sell |
2,114
-57
| -3% | -$20.4K | 0.01% | 311 |
|
|
2023
Q4 | $888K | Sell |
2,171
-20
| -0.9% | -$8.18K | 0.02% | 273 |
|
|
2023
Q3 | $758K | Sell |
2,191
-27
| -1% | -$9.34K | 0.02% | 262 |
|
|
2023
Q2 | $912K | Buy |
+2,218
| New | +$912K | 0.02% | 239 |
|