Surevest’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$2.4M Sell
14,556
-841
-5% -$139K 0.65% 68
2022
Q2
$2.6M Sell
15,397
-1,659
-10% -$280K 0.68% 62
2022
Q1
$3.87M Sell
17,056
-11,971
-41% -$2.72M 0.93% 40
2021
Q4
$5.94M Sell
29,027
-335
-1% -$68.6K 1.41% 19
2021
Q3
$7.22M Sell
29,362
-1,285
-4% -$316K 1.82% 11
2021
Q2
$7.7M Sell
30,647
-875
-3% -$220K 2.01% 8
2021
Q1
$5.75M Sell
31,522
-9,484
-23% -$1.73M 1.74% 8
2020
Q4
$8.69M Buy
41,006
+727
+2% +$154K 2.9% 3
2020
Q3
$5.53M Sell
40,279
-2,351
-6% -$323K 2.17% 4
2020
Q2
$4.28M Buy
42,630
+8,508
+25% +$853K 1.89% 10
2020
Q1
$1.9M Buy
+34,122
New +$1.9M 1.03% 61