DWA
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Delap Wealth Advisory’s Linde LIN Stock Holding History

Delap Wealth Advisory’s Portfolio LIN Stock Details LIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-853
Closed -$374K – 88
2024
Q2 		$374K Buy
853
+94
+12% +$41.3K 0.17% 65
2024
Q1 		$352K Buy
+759
New +$352K 0.14% 124