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 |
|