Balasa Dinverno & Foltz’s Linde LIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$290K Sell
1,075
-173
-14% -$46.7K 0.02% 279
2022
Q2
$359K Buy
1,248
+104
+9% +$29.9K 0.02% 242
2022
Q1
$365K Sell
1,144
-187
-14% -$59.7K 0.02% 236
2021
Q4
$461K Sell
1,331
-21
-2% -$7.27K 0.03% 215
2021
Q3
$397K Buy
1,352
+111
+9% +$32.6K 0.03% 218
2021
Q2
$359K Buy
1,241
+35
+3% +$10.1K 0.03% 237
2021
Q1
$338K Buy
1,206
+163
+16% +$45.7K 0.03% 225
2020
Q4
$275K Buy
1,043
+113
+12% +$29.8K 0.02% 238
2020
Q3
$221K Buy
+930
New +$221K 0.02% 240