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 |
|