WFAG
Worth Financial Advisory Group’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,259
| Closed | -$482K | – | 167 |
|
|
2024
Q2 | $482K | Buy |
1,259
+25
| +2% | +$9.58K | 0.32% | 79 |
|
|
2024
Q1 | $396K | Sell |
1,234
-12
| -1% | -$3.85K | 0.27% | 87 |
|
|
2023
Q4 | $318K | Hold |
1,246
| – | – | 0.25% | 95 |
|
|
2023
Q3 | $209K | Buy |
+1,246
| New | +$209K | 0.19% | 117 |
|