DWA
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Delap Wealth Advisory’s CrowdStrike CRWD Stock Holding History

Delap Wealth Advisory’s Portfolio CRWD Stock Details CRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,114
Closed -$810K – 73
2024
Q2 		$810K Buy
2,114
+596
+39% +$228K 0.37% 33
2024
Q1 		$487K Buy
+1,518
New +$487K 0.2% 75