BCWM
Bartlett & Co Wealth Management’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189 | Buy |
+1
| New | +$189 | ﹤0.01% | 1201 |
|
|
2022
Q4 | – | Sell |
-4
| Closed | -$828 | – | 1100 |
|
|
2022
Q3 | $828 | Sell |
4
-6
| -60% | -$1.24K | ﹤0.01% | 1124 |
|
|
2022
Q2 | $2.37K | Buy |
+10
| New | +$2.37K | ﹤0.01% | 1158 |
|
|
2021
Q3 | – | Sell |
-2
| Closed | -$1.22K | – | 940 |
|
|
2021
Q2 | $1.22K | Hold |
2
| – | – | ﹤0.01% | 924 |
|
|
2021
Q1 | $1.08K | Hold |
2
| – | – | ﹤0.01% | 964 |
|
|
2020
Q4 | $1.07K | Buy |
+2
| New | +$1.07K | ﹤0.01% | 1035 |
|
|
2019
Q4 | – | Sell |
-24
| Closed | -$4.34K | – | 864 |
|
|
2019
Q3 | $4.34K | Buy |
+24
| New | +$4.34K | ﹤0.01% | 787 |
|
|
2019
Q2 | – | Sell |
-1
| Closed | -$284 | – | 765 |
|
|
2019
Q1 | $284 | Buy |
+1
| New | +$284 | ﹤0.01% | 717 |
|