CWM
Cedar Wealth Management’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-70
| Closed | -$16.9K | – | 266 |
|
|
2024
Q2 | $16.9K | Hold |
70
| – | – | 0.01% | 209 |
|
|
2024
Q1 | $23K | Hold |
70
| – | – | 0.01% | 204 |
|
|
2023
Q4 | $19.2K | Buy |
70
+10
| +17% | +$2.74K | 0.01% | 199 |
|
|
2023
Q3 | $18.3K | Hold |
60
| – | – | 0.01% | 205 |
|
|
2023
Q2 | $21.2K | Buy |
60
+10
| +20% | +$3.54K | 0.01% | 206 |
|
|
2023
Q1 | $16.7K | Hold |
50
| – | – | 0.01% | 212 |
|
|
2022
Q4 | $10.5K | Hold |
50
| – | – | 0.01% | 226 |
|
|
2022
Q3 | $10K | Hold |
50
| – | – | 0.01% | 253 |
|
|
2022
Q2 | $12K | Buy |
50
+9
| +22% | +$2.16K | 0.01% | 256 |
|
|
2022
Q1 | $18K | Buy |
+41
| New | +$18K | 0.01% | 254 |
|