Alera Investment Advisors’s Linde LIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $405K | Buy |
850
+169
| +25% | +$80.6K | 0.05% | 159 |
|
|
2024
Q2 | $299K | Sell |
681
-1,824
| -73% | -$800K | 0.04% | 195 |
|
|
2024
Q1 | $1.16M | Sell |
2,505
-42
| -2% | -$19.5K | 0.16% | 47 |
|
|
2023
Q4 | $1.05M | Sell |
2,547
-33
| -1% | -$13.6K | 0.14% | 53 |
|
|
2023
Q3 | $961K | Sell |
2,580
-19
| -0.7% | -$7.08K | 0.16% | 55 |
|
|
2023
Q2 | $990K | Buy |
2,599
+96
| +4% | +$36.6K | 0.21% | 53 |
|
|
2023
Q1 | $890K | Buy |
2,503
+238
| +11% | +$84.6K | 0.2% | 53 |
|
|
2022
Q4 | $739K | Buy |
+2,265
| New | +$739K | 0.17% | 68 |
|
|
2019
Q2 | – | Sell |
-243
| Closed | -$43K | – | 589 |
|
|
2019
Q1 | $43K | Buy |
243
+82
| +51% | +$14.5K | 0.02% | 182 |
|
|
2018
Q4 | $25K | Buy |
+161
| New | +$25K | 0.02% | 250 |
|