180 Wealth Advisors’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,008
| Closed | -$308K | – | 387 |
|
|
2023
Q3 | $308K | Buy |
+1,008
| New | +$308K | 0.07% | 257 |
|
|
2019
Q3 | – | Sell |
-1,238
| Closed | -$251K | – | 255 |
|
|
2019
Q2 | $251K | Sell |
1,238
-26
| -2% | -$5.27K | 0.11% | 208 |
|
|
2019
Q1 | $411K | Buy |
1,264
+332
| +36% | +$108K | 0.19% | 142 |
|
|
2018
Q4 | $365K | Hold |
932
| – | – | 0.17% | 165 |
|
|
2018
Q3 | $365K | Sell |
932
-5
| -0.5% | -$1.96K | 0.17% | 165 |
|
|
2018
Q2 | $321K | Sell |
937
-13
| -1% | -$4.45K | 0.16% | 173 |
|
|
2018
Q1 | $243K | Sell |
950
-386
| -29% | -$98.7K | 0.13% | 200 |
|
|
2017
Q4 | $297K | Buy |
+1,336
| New | +$297K | 0.15% | 170 |
|