Pinnacle Wealth Planning 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 Q4	–	Sell	-902	Closed	-$251K	–	500
2024 Q3	$251K	Buy	902 +11	+1%	+$3.06K	0.03%	363
2024 Q2	$215K	Buy	+891	New	+$215K	0.03%	401