BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11
| Closed | -$3.68K | – | 871 |
|
|
2023
Q1 | $3.68K | Hold |
11
| – | – | ﹤0.01% | 738 |
|
|
2022
Q4 | $2.32K | Sell |
11
-26
| -70% | -$5.48K | ﹤0.01% | 781 |
|
|
2022
Q3 | $8K | Sell |
37
-4
| -10% | -$865 | ﹤0.01% | 597 |
|
|
2022
Q2 | $10K | Buy |
41
+2
| +5% | +$488 | ﹤0.01% | 587 |
|
|
2022
Q1 | $17K | Hold |
39
| – | – | ﹤0.01% | 532 |
|
|
2021
Q4 | $26K | Hold |
39
| – | – | ﹤0.01% | 506 |
|
|
2021
Q3 | $26K | Buy |
39
+24
| +160% | +$16K | ﹤0.01% | 483 |
|
|
2021
Q2 | $9K | Hold |
15
| – | – | ﹤0.01% | 619 |
|
|
2021
Q1 | $8K | Hold |
15
| – | – | ﹤0.01% | 603 |
|
|
2020
Q4 | $8K | Buy |
15
+4
| +36% | +$2.13K | ﹤0.01% | 591 |
|
|
2020
Q3 | $4K | Hold |
11
| – | – | ﹤0.01% | 592 |
|
|
2020
Q2 | $3K | Sell |
11
-2
| -15% | -$545 | ﹤0.01% | 681 |
|
|
2020
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 714 |
|
|
2019
Q4 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 641 |
|