BWM
BNC Wealth Management’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-906
| Closed | -$595K | – | 122 |
|
|
2021
Q4 | $595K | Buy |
906
+386
| +74% | +$253K | 0.28% | 65 |
|
|
2021
Q3 | $346K | Buy |
+520
| New | +$346K | 0.21% | 66 |
|
|
2021
Q2 | – | Sell |
-1,895
| Closed | -$1.03M | – | 92 |
|
|
2021
Q1 | $1.03M | Buy |
+1,895
| New | +$1.03M | 0.73% | 45 |
|