XWM
Xcel Wealth Management’s MongoDB MDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $982K | Sell |
4,675
-300
| -6% | -$63K | 0.28% | 66 |
|
|
2025
Q1 | $873K | Hold |
4,975
| – | – | 0.27% | 66 |
|
|
2024
Q4 | $1.16M | Hold |
4,975
| – | – | 0.32% | 57 |
|
|
2024
Q3 | $1.34M | Sell |
4,975
-25
| -0.5% | -$6.76K | 0.39% | 52 |
|
|
2024
Q2 | $1.25M | Hold |
5,000
| – | – | 0.39% | 51 |
|
|
2024
Q1 | $1.79M | Sell |
5,000
-35
| -0.7% | -$12.6K | 0.56% | 42 |
|
|
2023
Q4 | $2.06M | Sell |
5,035
-155
| -3% | -$63.4K | 0.72% | 37 |
|
|
2023
Q3 | $1.8M | Sell |
5,190
-794
| -13% | -$275K | 0.71% | 39 |
|
|
2023
Q2 | $2.46M | Sell |
5,984
-4
| -0.1% | -$1.64K | 0.78% | 35 |
|
|
2023
Q1 | $1.4M | Buy |
5,988
+79
| +1% | +$18.4K | 0.49% | 50 |
|
|
2022
Q4 | $1.16M | Sell |
5,909
-865
| -13% | -$170K | 0.46% | 49 |
|
|
2022
Q3 | $1.35M | Sell |
6,774
-653
| -9% | -$130K | 0.5% | 50 |
|
|
2022
Q2 | $1.93M | Hold |
7,427
| – | – | 0.7% | 41 |
|
|
2022
Q1 | $3.3M | Sell |
7,427
-350
| -5% | -$155K | 0.9% | 34 |
|
|
2021
Q4 | $4.12M | Sell |
7,777
-685
| -8% | -$363K | 1.06% | 27 |
|
|
2021
Q3 | $3.99M | Sell |
8,462
-105
| -1% | -$49.5K | 1.16% | 27 |
|
|
2021
Q2 | $3.1M | Sell |
8,567
-2,100
| -20% | -$759K | 0.93% | 32 |
|
|
2021
Q1 | $2.85M | Sell |
10,667
-1,960
| -16% | -$524K | 1.02% | 31 |
|
|
2020
Q4 | $4.53M | Sell |
12,627
-351
| -3% | -$126K | 1.96% | 17 |
|
|
2020
Q3 | $3M | Sell |
12,978
-1,940
| -13% | -$449K | 1.54% | 20 |
|
|
2020
Q2 | $3.38M | Sell |
14,918
-362
| -2% | -$81.9K | 2.09% | 14 |
|
|
2020
Q1 | $2.09M | Sell |
15,280
-2,718
| -15% | -$371K | 1.88% | 21 |
|
|
2019
Q4 | $2.37M | Buy |
17,998
+3,665
| +26% | +$482K | 1.97% | 17 |
|
|
2019
Q3 | $1.73M | Buy |
14,333
+6,165
| +75% | +$742K | 1.6% | 21 |
|
|
2019
Q2 | $1.24M | Buy |
8,168
+3,160
| +63% | +$481K | 1.22% | 25 |
|
|
2019
Q1 | $736K | Buy |
+5,008
| New | +$736K | 0.76% | 39 |
|