IWA
IVC Wealth Advisors’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $747K | Buy |
1,467
+44
| +3% | +$22.4K | 0.36% | 56 |
|
|
2025
Q1 | $502K | Sell |
1,423
-3
| -0.2% | -$1.06K | 0.27% | 77 |
|
|
2024
Q4 | $488K | Buy |
1,426
+100
| +8% | +$34.2K | 0.27% | 73 |
|
|
2024
Q3 | $372K | Buy |
1,326
+288
| +28% | +$80.8K | 0.2% | 100 |
|
|
2024
Q2 | $398K | Hold |
1,038
| – | – | 0.22% | 98 |
|
|
2024
Q1 | $333K | Buy |
1,038
+11
| +1% | +$3.53K | 0.19% | 112 |
|
|
2023
Q4 | $262K | Buy |
+1,027
| New | +$262K | 0.16% | 121 |
|
|
2022
Q2 | – | Sell |
-920
| Closed | -$209K | – | 141 |
|
|
2022
Q1 | $209K | Buy |
+920
| New | +$209K | 0.14% | 143 |
|
|
2021
Q4 | – | Sell |
-825
| Closed | -$203K | – | 137 |
|
|
2021
Q3 | $203K | Buy |
+825
| New | +$203K | 0.14% | 129 |
|