CWM
CarsonAllaria Wealth Management’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20
| Closed | -$6.41K | – | 386 |
|
|
2024
Q1 | $6.41K | Hold |
20
| – | – | ﹤0.01% | 277 |
|
|
2023
Q4 | $5.11K | Hold |
20
| – | – | ﹤0.01% | 258 |
|
|
2023
Q3 | $3.35K | Sell |
20
-25
| -56% | -$4.19K | ﹤0.01% | 280 |
|
|
2023
Q2 | $6.61K | Hold |
45
| – | – | 0.01% | 251 |
|
|
2023
Q1 | $6.18K | Hold |
45
| – | – | 0.01% | 247 |
|
|
2022
Q4 | $5K | Buy |
45
+25
| +125% | +$2.78K | ﹤0.01% | 232 |
|
|
2022
Q3 | $3K | Sell |
20
-7
| -26% | -$1.05K | ﹤0.01% | 258 |
|
|
2022
Q2 | $5K | Hold |
27
| – | – | ﹤0.01% | 229 |
|
|
2022
Q1 | $6K | Buy |
27
+7
| +35% | +$1.56K | 0.01% | 228 |
|
|
2021
Q4 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 284 |
|