Calton & Associates’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-680
| Closed | -$296K | – | 243 |
|
|
2022
Q1 | $296K | Buy |
+680
| New | +$296K | 0.09% | 249 |
|
|
2021
Q1 | – | Sell |
-480
| Closed | -$257K | – | 399 |
|
|
2020
Q4 | $257K | Buy |
+480
| New | +$257K | 0.05% | 298 |
|
|
2018
Q2 | – | Sell |
-2,191
| Closed | -$550K | – | 295 |
|
|
2018
Q1 | $550K | Sell |
2,191
-1,499
| -41% | -$376K | 0.16% | 140 |
|
|
2017
Q4 | $1M | Buy |
+3,690
| New | +$1M | 0.25% | 71 |
|