CWP
Curated Wealth Partners’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-802
| Closed | -$329K | – | 84 |
|
|
2023
Q4 | $329K | Buy |
802
+52
| +7% | +$21.4K | 0.05% | 107 |
|
|
2023
Q3 | $279K | Buy |
+750
| New | +$279K | 0.05% | 110 |
|
|
2023
Q1 | – | Sell |
-905
| Closed | -$295K | – | 137 |
|
|
2022
Q4 | $295K | Sell |
905
-275
| -23% | -$89.7K | 0.07% | 95 |
|
|
2022
Q3 | $318K | Sell |
1,180
-150
| -11% | -$40.4K | 0.09% | 88 |
|
|
2022
Q2 | $381K | Sell |
1,330
-357
| -21% | -$102K | 0.11% | 82 |
|
|
2022
Q1 | $585K | Hold |
1,687
| – | – | 0.2% | 66 |
|
|
2021
Q4 | $585K | Buy |
1,687
+260
| +18% | +$90.2K | 0.19% | 68 |
|
|
2021
Q3 | $419K | Buy |
1,427
+393
| +38% | +$115K | 0.23% | 90 |
|
|
2021
Q2 | $299K | Buy |
1,034
+74
| +8% | +$21.4K | 0.16% | 109 |
|
|
2021
Q1 | $269K | Sell |
960
-128
| -12% | -$35.9K | 0.17% | 115 |
|
|
2020
Q4 | $287K | Buy |
+1,088
| New | +$287K | 0.19% | 107 |
|