WealthSource Partners’s Linde LIN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,870
Closed -$1.02M 512
2023
Q1
$1.02M Sell
2,870
-25
-0.9% -$8.89K 0.07% 196
2022
Q4
$944K Buy
2,895
+256
+10% +$83.5K 0.07% 200
2022
Q3
$711K Buy
2,639
+349
+15% +$94K 0.05% 236
2022
Q2
$659K Buy
2,290
+42
+2% +$12.1K 0.05% 256
2022
Q1
$718K Buy
2,248
+154
+7% +$49.2K 0.05% 274
2021
Q4
$726K Buy
2,094
+159
+8% +$55.1K 0.06% 244
2021
Q3
$568K Buy
1,935
+392
+25% +$115K 0.05% 271
2021
Q2
$446K Buy
+1,543
New +$446K 0.04% 292
2019
Q4
Sell
-7,625
Closed -$1.48M 439
2019
Q3
$1.48M Buy
+7,625
New +$1.48M 0.22% 104