Congress Wealth Management’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 |
-1,382
| Closed | -$422K | – | 608 |
|
|
2023
Q3 | $422K | Sell |
1,382
-157
| -10% | -$47.9K | 0.01% | 476 |
|
|
2023
Q2 | $544K | Sell |
1,539
-4
| -0.3% | -$1.42K | 0.01% | 404 |
|
|
2023
Q1 | $516K | Buy |
1,543
+4
| +0.3% | +$1.34K | 0.01% | 413 |
|
|
2022
Q4 | $325K | Hold |
1,539
| – | – | 0.01% | 464 |
|
|
2022
Q3 | $320K | Hold |
1,539
| – | – | 0.01% | 464 |
|
|
2022
Q2 | $364K | Buy |
1,539
+35
| +2% | +$8.28K | 0.01% | 443 |
|
|
2022
Q1 | $655K | Sell |
1,504
-259
| -15% | -$113K | 0.01% | 408 |
|
|
2021
Q4 | $1.16M | Buy |
+1,763
| New | +$1.16M | 0.02% | 353 |
|