Level Four 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,133
| Closed | -$401K | – | 829 |
|
|
2024
Q1 | $401K | Buy |
2,133
+56
| +3% | +$10.5K | 0.02% | 534 |
|
|
2023
Q4 | $390K | Buy |
+2,077
| New | +$390K | 0.02% | 536 |
|
|
2023
Q3 | – | Sell |
-3,804
| Closed | -$651K | – | 816 |
|
|
2023
Q2 | $651K | Buy |
3,804
+1,210
| +47% | +$207K | 0.04% | 399 |
|
|
2023
Q1 | $370K | Buy |
+2,594
| New | +$370K | 0.02% | 533 |
|