AE Wealth Management’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,263
| Closed | -$862K | – | 1168 |
|
|
2023
Q4 | $862K | Buy |
3,263
+362
| +12% | +$95.7K | ﹤0.01% | 1208 |
|
|
2023
Q3 | $886K | Sell |
2,901
-143
| -5% | -$43.7K | 0.01% | 1143 |
|
|
2023
Q2 | $1.08M | Buy |
3,044
+559
| +22% | +$198K | 0.01% | 1062 |
|
|
2023
Q1 | $830K | Buy |
2,485
+207
| +9% | +$69.2K | 0.01% | 1116 |
|
|
2022
Q4 | $480K | Buy |
2,278
+220
| +11% | +$46.4K | ﹤0.01% | 1332 |
|
|
2022
Q3 | $426K | Sell |
2,058
-6,310
| -75% | -$1.31M | ﹤0.01% | 1334 |
|
|
2022
Q2 | $1.98M | Buy |
8,368
+1,442
| +21% | +$341K | 0.02% | 673 |
|
|
2022
Q1 | $3.02M | Buy |
6,926
+987
| +17% | +$430K | 0.02% | 586 |
|
|
2021
Q4 | $3.9M | Buy |
5,939
+742
| +14% | +$488K | 0.03% | 488 |
|
|
2021
Q3 | $3.46M | Buy |
5,197
+574
| +12% | +$382K | 0.03% | 469 |
|
|
2021
Q2 | $2.83M | Buy |
4,623
+4,189
| +965% | +$2.56M | 0.02% | 532 |
|
|
2021
Q1 | $235K | Buy |
+434
| New | +$235K | ﹤0.01% | 1342 |
|