Connecticut 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 |
-851
| Closed | -$260K | – | 323 |
|
|
2023
Q3 | $260K | Buy |
851
+6
| +0.7% | +$1.83K | 0.02% | 250 |
|
|
2023
Q2 | $299K | Hold |
845
| – | – | 0.02% | 207 |
|
|
2023
Q1 | $282K | Buy |
+845
| New | +$282K | 0.02% | 203 |
|
|
2022
Q1 | – | Sell |
-382
| Closed | -$251K | – | 191 |
|
|
2021
Q4 | $251K | Sell |
382
-6
| -2% | -$3.94K | 0.02% | 178 |
|
|
2021
Q3 | $258K | Buy |
388
+34
| +10% | +$22.6K | 0.02% | 171 |
|
|
2021
Q2 | $216K | Sell |
354
-40
| -10% | -$24.4K | 0.02% | 184 |
|
|
2021
Q1 | $213K | Hold |
394
| – | – | 0.02% | 164 |
|
|
2020
Q4 | $211K | Buy |
+394
| New | +$211K | 0.02% | 180 |
|