SWM
Selective Wealth Management’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9
| Closed | -$2K | – | 461 |
|
|
2022
Q3 | $2K | Buy |
9
+5
| +125% | +$1.11K | ﹤0.01% | 679 |
|
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 725 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 689 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 638 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 566 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 482 |
|
|
2021
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 375 |
|
|
2020
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 358 |
|
|
2020
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 297 |
|
|
2020
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 400 |
|
|
2020
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 312 |
|
|
2019
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 310 |
|
|
2019
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 320 |
|