VWA
Valued Wealth Advisors’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7
| Closed | -$1.23K | – | 639 |
|
|
2025
Q1 | $1.23K | Hold |
7
| – | – | ﹤0.01% | 454 |
|
|
2024
Q4 | $1.63K | Sell |
7
-1
| -13% | -$233 | ﹤0.01% | 426 |
|
|
2024
Q3 | $2.16K | Buy |
8
+1
| +14% | +$270 | ﹤0.01% | 361 |
|
|
2024
Q2 | $1.75K | Hold |
7
| – | – | ﹤0.01% | 381 |
|
|
2024
Q1 | $2.51K | Hold |
7
| – | – | ﹤0.01% | 331 |
|
|
2023
Q4 | $2.42K | Buy |
+7
| New | +$2.42K | ﹤0.01% | 281 |
|