CWP
Concord Wealth Partners’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10
| Closed | -$3.05K | – | 812 |
|
|
2023
Q3 | $3.05K | Hold |
10
| – | – | ﹤0.01% | 801 |
|
|
2023
Q2 | $3.54K | Hold |
10
| – | – | ﹤0.01% | 773 |
|
|
2023
Q1 | $3.34K | Hold |
10
| – | – | ﹤0.01% | 735 |
|
|
2022
Q4 | $2.11K | Buy |
+10
| New | +$2.11K | ﹤0.01% | 926 |
|
|
2022
Q3 | – | Sell |
-26
| Closed | -$6K | – | 185 |
|
|
2022
Q2 | $6K | Sell |
26
-3
| -10% | -$692 | ﹤0.01% | 768 |
|
|
2022
Q1 | $13K | Sell |
29
-4
| -12% | -$1.79K | ﹤0.01% | 708 |
|
|
2021
Q4 | $22K | Buy |
33
+22
| +200% | +$14.7K | 0.01% | 622 |
|
|
2021
Q3 | $7K | Sell |
11
-18
| -62% | -$11.5K | ﹤0.01% | 521 |
|
|
2021
Q2 | $18K | Sell |
29
-2
| -6% | -$1.24K | 0.01% | 517 |
|
|
2021
Q1 | $17K | Buy |
+31
| New | +$17K | 0.01% | 495 |
|