CWM
Cordatus Wealth Management’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.43M | Sell |
4,489
-349
| -7% | -$189K | 0.93% | 31 |
|
|
2020
Q4 | $2.59M | Sell |
4,838
-1,365
| -22% | -$729K | 1.09% | 24 |
|
|
2020
Q3 | $2.03M | Buy |
+6,203
| New | +$2.03M | 0.98% | 34 |
|
|
2019
Q3 | – | Sell |
-5,866
| Closed | -$1.61M | – | 119 |
|
|
2019
Q2 | $1.61M | Buy |
+5,866
| New | +$1.61M | 0.94% | 39 |
|
|
2019
Q1 | – | Sell |
-3,110
| Closed | -$651K | – | 123 |
|
|
2018
Q4 | $651K | Buy |
+3,110
| New | +$651K | 0.46% | 54 |
|