Avantax Planning Partners’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,194
| Closed | -$718K | – | 290 |
|
|
2020
Q3 | $718K | Hold |
2,194
| – | – | 0.04% | 151 |
|
|
2020
Q2 | $602K | Buy |
2,194
+11
| +0.5% | +$3.02K | 0.03% | 158 |
|
|
2020
Q1 | $380K | Sell |
2,183
-3
| -0.1% | -$522 | 0.03% | 180 |
|
|
2019
Q4 | $610K | Sell |
2,186
-10
| -0.5% | -$2.79K | 0.04% | 151 |
|
|
2019
Q3 | $397K | Sell |
2,196
-22
| -1% | -$3.98K | 0.02% | 201 |
|
|
2019
Q2 | $604K | Buy |
2,218
+10
| +0.5% | +$2.72K | 0.04% | 148 |
|
|
2019
Q1 | $628K | Buy |
2,208
+25
| +1% | +$7.11K | 0.04% | 142 |
|
|
2018
Q4 | $457K | Buy |
2,183
+8
| +0.4% | +$1.68K | 0.03% | 153 |
|
|
2018
Q3 | $851K | Hold |
2,175
| – | – | 0.07% | 95 |
|
|
2018
Q2 | $745K | Sell |
2,175
-47
| -2% | -$16.1K | 0.07% | 101 |
|
|
2018
Q1 | $558K | Buy |
2,222
+24
| +1% | +$6.03K | 0.05% | 162 |
|
|
2017
Q4 | $488K | Buy |
2,198
+173
| +9% | +$38.4K | 0.04% | 173 |
|
|
2017
Q3 | $377K | Sell |
2,025
-12
| -0.6% | -$2.23K | 0.03% | 247 |
|
|
2017
Q2 | $306K | Buy |
2,037
+34
| +2% | +$5.11K | 0.03% | 250 |
|
|
2017
Q1 | $230K | Buy |
+2,003
| New | +$230K | 0.02% | 292 |
|