Copperwynd Financial’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,527
| Closed | -$829K | – | 148 |
|
|
2024
Q1 | $829K | Buy |
2,527
+267
| +12% | +$87.6K | 0.3% | 57 |
|
|
2023
Q4 | $619K | Buy |
2,260
+804
| +55% | +$220K | 0.25% | 83 |
|
|
2023
Q3 | $445K | Sell |
1,456
-160
| -10% | -$48.9K | 0.21% | 94 |
|
|
2023
Q2 | $571K | Buy |
1,616
+14
| +0.9% | +$4.95K | 0.27% | 89 |
|
|
2023
Q1 | $535K | Buy |
1,602
+335
| +26% | +$112K | 0.27% | 90 |
|
|
2022
Q4 | $267K | Sell |
1,267
-47
| -4% | -$9.91K | 0.15% | 114 |
|
|
2022
Q3 | $272K | Buy |
1,314
+91
| +7% | +$18.8K | 0.16% | 106 |
|
|
2022
Q2 | $289K | Sell |
1,223
-96
| -7% | -$22.7K | 0.17% | 105 |
|
|
2022
Q1 | $575K | Buy |
1,319
+138
| +12% | +$60.2K | 0.24% | 97 |
|
|
2021
Q4 | $776K | Buy |
1,181
+115
| +11% | +$75.6K | 0.29% | 60 |
|
|
2021
Q3 | $709K | Buy |
1,066
+87
| +9% | +$57.9K | 0.29% | 60 |
|
|
2021
Q2 | $598K | Buy |
979
+13
| +1% | +$7.94K | 0.25% | 74 |
|
|
2021
Q1 | $523K | Sell |
966
-111
| -10% | -$60.1K | 0.24% | 74 |
|
|
2020
Q4 | $576K | Sell |
1,077
-20,183
| -95% | -$10.8M | 0.28% | 59 |
|
|
2020
Q3 | $6.96M | Buy |
21,260
+20,372
| +2,294% | +$6.67M | 3.7% | 12 |
|
|
2020
Q2 | $244K | Buy |
+888
| New | +$244K | 0.14% | 92 |
|
|
2018
Q4 | – | Sell |
-19,965
| Closed | -$7.81M | – | 92 |
|
|
2018
Q3 | $7.81M | Sell |
19,965
-871
| -4% | -$341K | 4.73% | 7 |
|
|
2018
Q2 | $7.13M | Sell |
20,836
-2,933
| -12% | -$1M | 5.01% | 8 |
|
|
2018
Q1 | $5.97M | Buy |
+23,769
| New | +$5.97M | 4.09% | 7 |
|