Concourse Financial Group Securities’s monday.com MNDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-39
| Closed | -$9.9K | – | 5092 |
|
|
2024
Q4 | $9.9K | Buy |
39
+38
| +3,800% | +$9.64K | ﹤0.01% | 1724 |
|
|
2024
Q3 | $277 | Sell |
1
-21
| -95% | -$5.82K | ﹤0.01% | 2173 |
|
|
2024
Q2 | $5.3K | Sell |
22
-783
| -97% | -$188K | ﹤0.01% | 1857 |
|
|
2024
Q1 | $182K | Buy |
805
+62
| +8% | +$14K | 0.01% | 708 |
|
|
2023
Q4 | $140K | Buy |
+743
| New | +$140K | 0.01% | 781 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 5866 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 5735 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 5526 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 5518 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 5334 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 5335 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 5232 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5249 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5109 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4948 |
|