CWM
Curi Wealth Management’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,579
| Closed | -$403K | – | 25 |
|
|
2023
Q4 | $403K | Buy |
1,579
+2
| +0.1% | +$511 | 0.06% | 99 |
|
|
2023
Q3 | $264K | Buy |
1,577
+125
| +9% | +$20.9K | 0.04% | 126 |
|
|
2023
Q2 | $213K | Buy |
+1,452
| New | +$213K | 0.03% | 161 |
|
|
2022
Q4 | – | Sell |
-1,442
| Closed | -$238K | – | 193 |
|
|
2022
Q3 | $238K | Sell |
1,442
-158
| -10% | -$26.1K | 0.04% | 153 |
|
|
2022
Q2 | $270K | Buy |
+1,600
| New | +$270K | 0.05% | 94 |
|