Avantax Planning Partners’s Align Technology ALGN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	+$2.48K	0.03%	158
2020 Q1	$380K	Sell	2,183 -3	-0.1%	-$718	0.03%	180
2019 Q4	$610K	Sell	2,186 -10	-0.5%	-$2.49K	0.04%	151
2019 Q3	$397K	Sell	2,196 -22	-1%	-$4.57K	0.02%	201
2019 Q2	$604K	Buy	2,218 +10	+0.5%	+$3.02K	0.04%	148
2019 Q1	$628K	Buy	2,208 +25	+1%	+$5.97K	0.04%	142
2018 Q4	$457K	Buy	2,183 +8	+0.4%	+$2.02K	0.03%	153
2018 Q3	$851K	Hold	2,175	–	–	0.07%	95
2018 Q2	$745K	Sell	2,175 -47	-2%	-$14K	0.07%	101
2018 Q1	$558K	Buy	2,222 +24	+1%	+$6.16K	0.05%	162
2017 Q4	$488K	Buy	2,198 +173	+9%	+$39.3K	0.04%	173
2017 Q3	$377K	Sell	2,025 -12	-0.6%	-$2.05K	0.03%	247
2017 Q2	$306K	Buy	2,037 +34	+2%	+$4.61K	0.03%	250
2017 Q1	$230K	Buy	+2,003	New	+$202K	0.02%	292