Crewe Advisors’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 |
-41
| Closed | -$11.4K | – | 747 |
|
|
2024
Q3 | $11.4K | Sell |
41
-22
| -35% | -$6.11K | ﹤0.01% | 472 |
|
|
2024
Q2 | $15.2K | Buy |
63
+8
| +15% | +$1.93K | ﹤0.01% | 600 |
|
|
2024
Q1 | $12.4K | Buy |
55
+14
| +34% | +$3.16K | ﹤0.01% | 587 |
|
|
2023
Q4 | $7.7K | Sell |
41
-188
| -82% | -$35.3K | ﹤0.01% | 224 |
|
|
2023
Q3 | $36.5K | Buy |
229
+71
| +45% | +$11.3K | 0.01% | 163 |
|
|
2023
Q2 | $27.1K | Buy |
158
+75
| +90% | +$12.8K | ﹤0.01% | 324 |
|
|
2023
Q1 | $11.8K | Buy |
+83
| New | +$11.8K | ﹤0.01% | 516 |
|
|
2022
Q1 | – | Sell |
-65
| Closed | -$20K | – | 490 |
|
|
2021
Q4 | $20K | Buy |
65
+33
| +103% | +$10.2K | ﹤0.01% | 262 |
|
|
2021
Q3 | $10K | Buy |
+32
| New | +$10K | ﹤0.01% | 267 |
|