CWA
CM Wealth Advisors’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,315
| Closed | -$411K | – | 95 |
|
|
2024
Q1 | $411K | Buy |
+1,315
| New | +$411K | 0.12% | 95 |
|
|
2023
Q3 | – | Sell |
-1,977
| Closed | -$308K | – | 97 |
|
|
2023
Q2 | $308K | Sell |
1,977
-6,434
| -76% | -$1M | 0.1% | 101 |
|
|
2023
Q1 | $1.04M | Buy |
+8,411
| New | +$1.04M | 0.2% | 152 |
|