Bay Harbor Wealth Management’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189 | Buy |
+1
| New | +$189 | ﹤0.01% | 934 |
|
|
2020
Q4 | – | Sell |
-60
| Closed | -$20K | – | 412 |
|
|
2020
Q3 | $20K | Buy |
+60
| New | +$20K | 0.01% | 200 |
|
|
2020
Q1 | – | Sell |
-125
| Closed | -$35K | – | 336 |
|
|
2019
Q4 | $35K | Hold |
125
| – | – | 0.02% | 178 |
|
|
2019
Q3 | $23K | Buy |
125
+5
| +4% | +$920 | 0.01% | 200 |
|
|
2019
Q2 | $33K | Hold |
120
| – | – | 0.02% | 191 |
|
|
2019
Q1 | $34K | Hold |
120
| – | – | 0.02% | 191 |
|
|
2018
Q4 | $25K | Buy |
+120
| New | +$25K | 0.02% | 204 |
|