Badgley Phelps Wealth Managers’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-536
| Closed | -$176K | – | 261 |
|
|
2024
Q1 | $176K | Buy |
+536
| New | +$176K | ﹤0.01% | 246 |
|
|
2022
Q2 | – | Sell |
-575
| Closed | -$251K | – | 205 |
|
|
2022
Q1 | $251K | Hold |
575
| – | – | 0.01% | 189 |
|
|
2021
Q4 | $378K | Sell |
575
-48
| -8% | -$31.6K | 0.01% | 173 |
|
|
2021
Q3 | $415K | Buy |
+623
| New | +$415K | 0.02% | 166 |
|