Naviter Wealth’s monday.com MNDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,739
Closed -$310K 199
2022
Q3
$310K Sell
2,739
-111
-4% -$12.6K 0.13% 159
2022
Q2
$294K Sell
2,850
-18,387
-87% -$1.9M 0.12% 161
2022
Q1
$3.36M Buy
21,237
+14,088
+197% +$2.23M 1.12% 29
2021
Q4
$2.21M Buy
+7,149
New +$2.21M 0.66% 43