BerganKDV Wealth Management’s Linde LIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $114K | Sell |
299
-9
| -3% | -$3.43K | 0.01% | 278 |
|
|
2023
Q1 | $109K | Buy |
308
+29
| +10% | +$10.3K | 0.01% | 306 |
|
|
2022
Q4 | $91K | Buy |
279
+8
| +3% | +$2.61K | 0.01% | 317 |
|
|
2022
Q3 | $73K | Buy |
271
+4
| +1% | +$1.08K | 0.01% | 329 |
|
|
2022
Q2 | $77K | Buy |
267
+2
| +0.8% | +$577 | 0.01% | 331 |
|
|
2022
Q1 | $85K | Sell |
265
-3
| -1% | -$962 | 0.01% | 327 |
|
|
2021
Q4 | $93K | Sell |
268
-3
| -1% | -$1.04K | 0.01% | 340 |
|
|
2021
Q3 | $80K | Buy |
271
+74
| +38% | +$21.8K | 0.01% | 345 |
|
|
2021
Q2 | $57K | Buy |
197
+156
| +380% | +$45.1K | 0.01% | 371 |
|
|
2021
Q1 | $11K | Hold |
41
| – | – | ﹤0.01% | 565 |
|
|
2020
Q4 | $11K | Sell |
41
-14
| -25% | -$3.76K | ﹤0.01% | 558 |
|
|
2020
Q3 | $13K | Sell |
55
-24
| -30% | -$5.67K | ﹤0.01% | 479 |
|
|
2020
Q2 | $17K | Buy |
79
+8
| +11% | +$1.72K | ﹤0.01% | 471 |
|
|
2020
Q1 | $12K | Buy |
71
+14
| +25% | +$2.37K | ﹤0.01% | 473 |
|
|
2019
Q4 | $12K | Buy |
+57
| New | +$12K | ﹤0.01% | 510 |
|
|
2019
Q3 | – | Sell |
-12
| Closed | -$2K | – | 732 |
|
|
2019
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 674 |
|