AWM
Avondale Wealth Management’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-300
| Closed | -$98.4K | – | 121 |
|
|
2024
Q1 | $98.4K | Hold |
300
| – | – | 0.07% | 62 |
|
|
2023
Q4 | $82.2K | Hold |
300
| – | – | 0.07% | 65 |
|
|
2023
Q3 | $91.6K | Hold |
300
| – | – | 0.08% | 62 |
|
|
2023
Q2 | $106K | Hold |
300
| – | – | 0.09% | 60 |
|
|
2023
Q1 | $100K | Hold |
300
| – | – | 0.09% | 60 |
|
|
2022
Q4 | $63.3K | Sell |
300
-200
| -40% | -$42.2K | 0.05% | 69 |
|
|
2022
Q3 | $104K | Buy |
500
+200
| +67% | +$41.6K | 0.11% | 51 |
|
|
2022
Q2 | $71K | Buy |
+300
| New | +$71K | 0.08% | 54 |
|