SSWM
Sheets Smith Wealth Management’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,264
| Closed | -$1.25M | – | 380 |
|
|
2024
Q2 | $1.25M | Buy |
3,264
+158
| +5% | +$60.5K | 0.15% | 137 |
|
|
2024
Q1 | $996K | Buy |
3,106
+8
| +0.3% | +$2.57K | 0.11% | 166 |
|
|
2023
Q4 | $791K | Hold |
3,098
| – | – | 0.11% | 156 |
|
|
2023
Q3 | $519K | Buy |
+3,098
| New | +$519K | 0.08% | 197 |
|
|
2021
Q4 | – | Sell |
-1,807
| Closed | -$444K | – | 379 |
|
|
2021
Q3 | $444K | Buy |
1,807
+458
| +34% | +$113K | 0.06% | 235 |
|
|
2021
Q2 | $339K | Sell |
1,349
-328
| -20% | -$82.4K | 0.05% | 281 |
|
|
2021
Q1 | $306K | Sell |
1,677
-1,672
| -50% | -$305K | 0.05% | 271 |
|
|
2020
Q4 | $709K | Buy |
+3,349
| New | +$709K | 0.11% | 166 |
|