Western Financial Corp’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	-2,278	Closed	-$817K	–	123
2024 Q1	$817K	Buy	2,278 +640	+39%	+$230K	0.5%	63
2023 Q4	$670K	Sell	1,638 -1	-0.1%	-$409	0.45%	72
2023 Q3	$567K	Buy	+1,639	New	+$567K	0.42%	83