Ropes Wealth Advisors’s Linde LIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.51M | Sell |
4,050
-484
| -11% | -$180K | 0.29% | 81 |
|
2023
Q2 | $1.73M | Buy |
4,534
+423
| +10% | +$161K | 0.29% | 85 |
|
2023
Q1 | $1.46M | Buy |
4,111
+1
| +0% | +$355 | 0.26% | 93 |
|
2022
Q4 | $1.34M | Buy |
4,110
+599
| +17% | +$195K | 0.24% | 95 |
|
2022
Q3 | $946K | Hold |
3,511
| – | – | 0.2% | 105 |
|
2022
Q2 | $1.01M | Hold |
3,511
| – | – | 0.21% | 105 |
|
2022
Q1 | $1.12M | Sell |
3,511
-38
| -1% | -$12.1K | 0.19% | 114 |
|
2021
Q4 | $1.23M | Buy |
3,549
+1,084
| +44% | +$375K | 0.22% | 101 |
|
2021
Q3 | $723K | Buy |
2,465
+16
| +0.7% | +$4.69K | 0.12% | 145 |
|
2021
Q2 | $708K | Buy |
2,449
+15
| +0.6% | +$4.34K | 0.11% | 145 |
|
2021
Q1 | $727K | Sell |
2,434
-1,088
| -31% | -$325K | 0.13% | 134 |
|
2020
Q4 | $928K | Buy |
3,522
+1,009
| +40% | +$266K | 0.14% | 103 |
|
2020
Q3 | $598K | Sell |
2,513
-16
| -0.6% | -$3.81K | 0.12% | 128 |
|
2020
Q2 | $536K | Buy |
2,529
+16
| +0.6% | +$3.39K | 0.11% | 128 |
|
2020
Q1 | $435K | Sell |
2,513
-400
| -14% | -$69.2K | 0.11% | 128 |
|
2019
Q4 | $620K | Sell |
2,913
-5,859
| -67% | -$1.25M | 0.13% | 123 |
|
2019
Q3 | $1.7M | Buy |
8,772
+663
| +8% | +$128K | 0.36% | 58 |
|
2019
Q2 | $1.63M | Sell |
8,109
-50
| -0.6% | -$10K | 0.34% | 59 |
|
2019
Q1 | $1.44M | Sell |
8,159
-1,600
| -16% | -$281K | 0.38% | 60 |
|
2018
Q4 | $1.52M | Buy |
+9,759
| New | +$1.52M | 0.44% | 56 |
|