SWS
SYSTM Wealth Solutions’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,313
| Closed | -$576K | – | 398 |
|
|
2024
Q2 | $576K | Sell |
1,313
-2,875
| -69% | -$1.26M | 0.13% | 136 |
|
|
2024
Q1 | $1.94M | Buy |
4,188
+76
| +2% | +$35.3K | 0.25% | 124 |
|
|
2023
Q4 | $1.69M | Sell |
4,112
-438
| -10% | -$180K | 0.23% | 126 |
|
|
2023
Q3 | $1.69M | Buy |
4,550
+212
| +5% | +$78.9K | 0.26% | 108 |
|
|
2023
Q2 | $1.65M | Buy |
4,338
+1,147
| +36% | +$437K | 0.22% | 122 |
|
|
2023
Q1 | $1.13M | Buy |
3,191
+708
| +29% | +$252K | 0.17% | 160 |
|
|
2022
Q4 | $810K | Buy |
+2,483
| New | +$810K | 0.1% | 250 |
|