Cary Street Partners Investment Advisory’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-677
| Closed | -$207K | – | 676 |
|
|
2023
Q3 | $207K | Buy |
677
+8
| +1% | +$2.44K | 0.01% | 545 |
|
|
2023
Q2 | $237K | Sell |
669
-11
| -2% | -$3.89K | 0.02% | 472 |
|
|
2023
Q1 | $227K | Sell |
680
-10
| -1% | -$3.34K | 0.02% | 451 |
|
|
2022
Q4 | $146K | Buy |
+690
| New | +$146K | 0.01% | 519 |
|
|
2022
Q3 | – | Sell |
-727
| Closed | -$172K | – | 505 |
|
|
2022
Q2 | $172K | Buy |
+727
| New | +$172K | 0.01% | 440 |
|