WR Wealth Planners’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.03K | Sell |
13
-20
| -61% | -$4.66K | ﹤0.01% | 786 |
|
|
2024
Q3 | $8.92K | Hold |
33
| – | – | ﹤0.01% | 648 |
|
|
2024
Q2 | $8.25K | Sell |
33
-27
| -45% | -$6.75K | ﹤0.01% | 637 |
|
|
2024
Q1 | $21.5K | Buy |
+60
| New | +$21.5K | 0.01% | 437 |
|
|
2023
Q4 | – | Sell |
-31
| Closed | -$10.7K | – | 584 |
|
|
2023
Q3 | $10.7K | Buy |
+31
| New | +$10.7K | ﹤0.01% | 546 |
|