XCEL WEALTH MANAGEMENT, LLC – MongoDB, Inc. Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$1.34M
portfolio value
XCEL WEALTH MANAGEMENT, LLC quarter portfolio value change:
-23.48%
quarter
MongoDB, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.79% | -653 shares | -582K | $198.56 | 6.77K |
| Q2 2022 | share | 0.00% | 0 shares | -1.36M | $259.5 | 7.42K | |
| Q1 2022 | share | Decrease | -4.50% | -350 shares | -822K | $443.59 | 7.42K |
| Q4 2021 | share | Decrease | -8.10% | -685 shares | 127K | $532.35 | 7.77K |
| Q3 2021 | share | Decrease | -1.23% | -105 shares | 893K | $471.51 | 8.46K |
| Q2 2021 | share | Decrease | -19.69% | -2.1K shares | 244K | $361.52 | 8.56K |
| Q1 2021 | share | Decrease | -15.52% | -1.96K shares | -1.68M | $267.43 | 10.66K |
| Q4 2020 | share | Decrease | -2.70% | -351 shares | 1.52M | $359.04 | 12.62K |
| Q3 2020 | share | Decrease | -13.00% | -1.94K shares | -372K | $231.51 | 12.97K |
| Q2 2020 | share | Decrease | -2.37% | -362 shares | 1.29M | $226.34 | 14.91K |
| Q1 2020 | share | Decrease | -15.10% | -2.71K shares | -282K | $136.54 | 15.28K |
| Q4 2019 | share | Increase | +25.57% | 3.66K shares | 642K | $131.61 | 17.99K |
| Q3 2019 | share | Increase | +75.48% | 6.16K shares | 484K | $120.48 | 14.33K |
| Q2 2019 | share | Increase | +63.10% | 3.16K shares | 506K | $152.09 | 8.16K |
| Q1 2019 | share | Increase | 0.00% | 5.00K shares | 736K | $147.02 | 5.00K |