Baldwin Wealth Partners’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-25
| Closed | -$6.36K | – | 260 |
|
|
2024
Q3 | $6.36K | Buy |
+25
| New | +$6.36K | ﹤0.01% | 852 |
|
|
2022
Q4 | – | Sell |
-40
| Closed | -$8K | – | 781 |
|
|
2022
Q3 | $8K | Hold |
40
| – | – | ﹤0.01% | 528 |
|
|
2022
Q2 | $9K | Hold |
40
| – | – | ﹤0.01% | 537 |
|
|
2022
Q1 | $17K | Hold |
40
| – | – | ﹤0.01% | 490 |
|
|
2021
Q4 | $26K | Hold |
40
| – | – | ﹤0.01% | 419 |
|
|
2021
Q3 | $27K | Buy |
+40
| New | +$27K | ﹤0.01% | 418 |
|