Baldwin Wealth Partners’s monday.com MNDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-238	Closed	-$66.1K	–	716
2024 Q3	$66.1K	Buy	238 +178	+297%	+$49.4K	﹤0.01%	487
2024 Q2	$14.4K	Buy	60 +16	+36%	+$3.85K	﹤0.01%	506
2024 Q1	$9.94K	Buy	+44	New	+$9.94K	﹤0.01%	555