Belpointe Asset Management’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-297
| Closed | -$99.2K | – | 694 |
|
|
2023
Q1 | $99.2K | Buy |
297
+54
| +22% | +$18K | 0.01% | 1310 |
|
|
2022
Q4 | $51.2K | Buy |
+243
| New | +$51.2K | ﹤0.01% | 1593 |
|
|
2022
Q1 | – | Sell |
-302
| Closed | -$198K | – | 1225 |
|
|
2021
Q4 | $198K | Sell |
302
-16
| -5% | -$10.5K | 0.01% | 901 |
|
|
2021
Q3 | $212K | Buy |
318
+81
| +34% | +$54K | 0.01% | 827 |
|
|
2021
Q2 | $145K | Sell |
237
-746
| -76% | -$456K | 0.01% | 962 |
|
|
2021
Q1 | $532K | Sell |
983
-108
| -10% | -$58.5K | 0.05% | 415 |
|
|
2020
Q4 | $583K | Buy |
1,091
+652
| +149% | +$348K | 0.05% | 367 |
|
|
2020
Q3 | $144K | Buy |
+439
| New | +$144K | 0.02% | 655 |
|
|
2019
Q4 | – | Sell |
-564
| Closed | -$102K | – | 780 |
|
|
2019
Q3 | $102K | Buy |
564
+14
| +3% | +$2.53K | 0.02% | 662 |
|
|
2019
Q2 | $151K | Sell |
550
-190
| -26% | -$52.2K | 0.03% | 483 |
|
|
2019
Q1 | $210K | Buy |
740
+93
| +14% | +$26.4K | 0.04% | 297 |
|
|
2018
Q4 | $136K | Sell |
647
-241
| -27% | -$50.7K | 0.03% | 415 |
|
|
2018
Q3 | $347K | Buy |
+888
| New | +$347K | 0.05% | 329 |
|