Wealthcare Advisory Partners’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-605
| Closed | -$217K | – | 851 |
|
|
2024
Q1 | $217K | Sell |
605
-84
| -12% | -$30.1K | 0.01% | 753 |
|
|
2023
Q4 | $282K | Buy |
+689
| New | +$282K | 0.01% | 625 |
|
|
2021
Q2 | – | Sell |
-288
| Closed | -$77K | – | 1313 |
|
|
2021
Q1 | $77K | Buy |
+288
| New | +$77K | 0.01% | 748 |
|
|
2020
Q2 | – | Sell |
-388
| Closed | -$53K | – | 940 |
|
|
2020
Q1 | $53K | Buy |
388
+113
| +41% | +$15.4K | 0.01% | 502 |
|
|
2019
Q4 | $36K | Hold |
275
| – | – | ﹤0.01% | 622 |
|
|
2019
Q3 | $33K | Buy |
275
+75
| +38% | +$9K | ﹤0.01% | 627 |
|
|
2019
Q2 | $30K | Hold |
200
| – | – | ﹤0.01% | 624 |
|
|
2019
Q1 | $29K | Hold |
200
| – | – | ﹤0.01% | 574 |
|
|
2018
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 663 |
|
|
2018
Q3 | $16K | Buy |
+200
| New | +$16K | ﹤0.01% | 735 |
|