Crewe Advisors’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-171
| Closed | -$41.3K | – | 726 |
|
|
2024
Q2 | $41.3K | Buy |
171
+46
| +37% | +$11.1K | ﹤0.01% | 403 |
|
|
2024
Q1 | $41K | Buy |
+125
| New | +$41K | ﹤0.01% | 387 |
|
|
2023
Q2 | – | Sell |
-178
| Closed | -$59.5K | – | 877 |
|
|
2023
Q1 | $59.5K | Sell |
178
-45
| -20% | -$15K | 0.01% | 293 |
|
|
2022
Q4 | $47K | Sell |
223
-57
| -20% | -$12K | 0.01% | 309 |
|
|
2022
Q3 | $58K | Buy |
280
+57
| +26% | +$11.8K | 0.01% | 300 |
|
|
2022
Q2 | $53K | Buy |
+223
| New | +$53K | 0.01% | 288 |
|
|
2018
Q4 | – | Sell |
-137
| Closed | -$54K | – | 227 |
|
|
2018
Q3 | $54K | Hold |
137
| – | – | 0.05% | 113 |
|
|
2018
Q2 | $47K | Buy |
+137
| New | +$47K | 0.04% | 125 |
|