SWA
Sutton Wealth Advisors’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $58.8K | Buy |
158
+31
| +24% | +$11.5K | 0.03% | 212 |
|
|
2023
Q2 | $48.4K | Buy |
127
+2
| +2% | +$762 | 0.02% | 228 |
|
|
2023
Q1 | $44.4K | Sell |
125
-4
| -3% | -$1.42K | 0.02% | 212 |
|
|
2022
Q4 | $42.1K | Sell |
129
-32
| -20% | -$10.4K | 0.02% | 437 |
|
|
2022
Q3 | $43.4K | Sell |
161
-26
| -14% | -$7.01K | 0.02% | 409 |
|
|
2022
Q2 | $53.9K | Buy |
187
+29
| +18% | +$8.36K | 0.02% | 362 |
|
|
2022
Q1 | $50.6K | Buy |
158
+34
| +27% | +$10.9K | 0.02% | 395 |
|
|
2021
Q4 | $43K | Hold |
124
| – | – | 0.01% | 467 |
|
|
2021
Q3 | $36.4K | Sell |
124
-9
| -7% | -$2.64K | 0.01% | 497 |
|
|
2021
Q2 | $38.5K | Hold |
133
| – | – | 0.01% | 483 |
|
|
2021
Q1 | $37.3K | Buy |
133
+7
| +6% | +$1.96K | 0.01% | 477 |
|
|
2020
Q4 | $33.2K | Buy |
126
+10
| +9% | +$2.64K | 0.01% | 468 |
|
|
2020
Q3 | $27.6K | Buy |
116
+7
| +6% | +$1.67K | 0.01% | 456 |
|
|
2020
Q2 | $23.1K | Sell |
109
-50
| -31% | -$10.6K | 0.01% | 495 |
|
|
2020
Q1 | $27.5K | Sell |
159
-2
| -1% | -$346 | 0.02% | 391 |
|
|
2019
Q4 | $34.3K | Hold |
161
| – | – | 0.02% | 420 |
|
|
2019
Q3 | $31.2K | Hold |
161
| – | – | 0.02% | 437 |
|
|
2019
Q2 | $32.3K | Buy |
161
+11
| +7% | +$2.21K | 0.02% | 431 |
|
|
2019
Q1 | $26.4K | Sell |
150
-1,277
| -89% | -$225K | 0.02% | 487 |
|
|
2018
Q4 | $223K | Buy |
+1,427
| New | +$223K | 0.14% | 116 |
|