Heritage Oak Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,251
Closed -$631K 91
2024
Q3
$631K Buy
+2,251
New +$631K 0.29% 55