Archford Capital Strategies’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,206
| Closed | -$331K | – | 252 |
|
|
2020
Q2 | $331K | Buy |
+1,206
| New | +$331K | 0.1% | 198 |
|
|
2019
Q3 | – | Sell |
-52
| Closed | -$14K | – | 226 |
|
|
2019
Q2 | $14K | Hold |
52
| – | – | 0.01% | 377 |
|
|
2019
Q1 | $15K | Hold |
52
| – | – | 0.01% | 361 |
|
|
2018
Q4 | $11K | Hold |
52
| – | – | ﹤0.01% | 367 |
|
|
2018
Q3 | $20K | Hold |
52
| – | – | 0.01% | 358 |
|
|
2018
Q2 | $18K | Buy |
52
+42
| +420% | +$14.5K | 0.01% | 377 |
|
|
2018
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 506 |
|
|
2017
Q2 | – | Sell |
-31
| Closed | -$4K | – | 207 |
|
|
2017
Q1 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 484 |
|
|
2016
Q4 | – | Sell |
-31
| Closed | -$2K | – | 622 |
|
|
2016
Q3 | $2K | Sell |
31
-31
| -50% | -$2K | ﹤0.01% | 512 |
|
|
2016
Q2 | $4K | Buy |
+62
| New | +$4K | ﹤0.01% | 496 |
|
|
2016
Q1 | – | Sell |
-94
| Closed | -$8K | – | 186 |
|
|
2015
Q4 | $8K | Sell |
94
-18
| -16% | -$1.53K | ﹤0.01% | 464 |
|
|
2015
Q3 | $6K | Buy |
112
+56
| +100% | +$3K | ﹤0.01% | 386 |
|
|
2015
Q2 | $4K | Buy |
56
+14
| +33% | +$1K | ﹤0.01% | 380 |
|
|
2015
Q1 | $2.26K | Buy |
+42
| New | +$2.26K | ﹤0.01% | 505 |
|