Western Wealth Management’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,114
| Closed | -$278K | – | 754 |
|
|
2024
Q2 | $278K | Sell |
1,114
-115
| -9% | -$28.7K | 0.02% | 521 |
|
|
2024
Q1 | $441K | Buy |
+1,229
| New | +$441K | 0.03% | 397 |
|
|
2023
Q4 | – | Sell |
-2,620
| Closed | -$906K | – | 706 |
|
|
2023
Q3 | $906K | Buy |
2,620
+1,615
| +161% | +$559K | 0.08% | 271 |
|
|
2023
Q2 | $413K | Sell |
1,005
-1,157
| -54% | -$476K | 0.04% | 426 |
|
|
2023
Q1 | $504K | Buy |
2,162
+98
| +5% | +$22.8K | 0.05% | 368 |
|
|
2022
Q4 | $406K | Sell |
2,064
-2,302
| -53% | -$453K | 0.04% | 386 |
|
|
2022
Q3 | $868K | Buy |
4,366
+3,236
| +286% | +$643K | 0.05% | 338 |
|
|
2022
Q2 | $293K | Buy |
+1,130
| New | +$293K | 0.02% | 626 |
|