VWA
V Wealth Advisors’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,188
| Closed | -$453K | – | 252 |
|
|
2023
Q2 | $453K | Buy |
1,188
+17
| +1% | +$6.48K | 0.08% | 213 |
|
|
2023
Q1 | $416K | Sell |
1,171
-2
| -0.2% | -$711 | 0.08% | 227 |
|
|
2022
Q4 | $382K | Sell |
1,173
-36
| -3% | -$11.7K | 0.08% | 237 |
|
|
2022
Q3 | $326K | Sell |
1,209
-1,104
| -48% | -$298K | 0.07% | 269 |
|
|
2022
Q2 | $665K | Sell |
2,313
-50
| -2% | -$14.4K | 0.13% | 180 |
|
|
2022
Q1 | $755K | Buy |
2,363
+561
| +31% | +$179K | 0.12% | 188 |
|
|
2021
Q4 | $624K | Sell |
1,802
-491
| -21% | -$170K | 0.09% | 218 |
|
|
2021
Q3 | $673K | Buy |
2,293
+81
| +4% | +$23.8K | 0.1% | 205 |
|
|
2021
Q2 | $640K | Buy |
2,212
+1,323
| +149% | +$383K | 0.1% | 223 |
|
|
2021
Q1 | $249K | Buy |
889
+16
| +2% | +$4.48K | 0.05% | 364 |
|
|
2020
Q4 | $230K | Buy |
+873
| New | +$230K | 0.05% | 340 |
|
|
2020
Q2 | – | Sell |
-1,754
| Closed | -$303K | – | 361 |
|
|
2020
Q1 | $303K | Buy |
1,754
+691
| +65% | +$119K | 0.09% | 220 |
|
|
2019
Q4 | $206K | Hold |
1,063
| – | – | 0.07% | 269 |
|
|
2019
Q3 | $206K | Sell |
1,063
-64
| -6% | -$12.4K | 0.07% | 271 |
|
|
2019
Q2 | $226K | Buy |
+1,127
| New | +$226K | 0.09% | 236 |
|