VWA
V Wealth Advisors’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $499K | Buy |
+2,981
| New | +$499K | 0.4% | 54 |
|
|
2021
Q4 | – | Sell |
-965
| Closed | -$238K | – | 460 |
|
|
2021
Q3 | $238K | Sell |
965
-10
| -1% | -$2.47K | 0.04% | 395 |
|
|
2021
Q2 | $246K | Sell |
975
-14,881
| -94% | -$3.75M | 0.04% | 405 |
|
|
2021
Q1 | $2.89M | Buy |
15,856
+37
| +0.2% | +$6.75K | 0.53% | 32 |
|
|
2020
Q4 | $3.35M | Buy |
15,819
+452
| +3% | +$95.7K | 0.69% | 19 |
|
|
2020
Q3 | $2.11M | Sell |
15,367
-276
| -2% | -$37.9K | 1.46% | 14 |
|
|
2020
Q2 | $1.57M | Buy |
15,643
+10,000
| +177% | +$1M | 0.41% | 60 |
|
|
2020
Q1 | $314K | Buy |
+5,643
| New | +$314K | 0.1% | 211 |
|