Kestra Advisory Services’s monday.com MNDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$404K	Buy	+1,286	New	+$404K	﹤0.01%	2110
2024 Q3	–	Sell	-912	Closed	-$220K	–	2660
2024 Q2	$220K	Sell	912 -521	-36%	-$125K	﹤0.01%	2335
2024 Q1	$324K	Buy	+1,433	New	+$324K	﹤0.01%	1951