EWM
Empirical Wealth Management’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,176
| Closed | -$244K | – | 456 |
|
|
2022
Q3 | $244K | Buy |
1,176
+22
| +2% | +$4.57K | 0.01% | 413 |
|
|
2022
Q2 | $273K | Sell |
1,154
-4
| -0.3% | -$946 | 0.01% | 402 |
|
|
2022
Q1 | $505K | Sell |
1,158
-18
| -2% | -$7.85K | 0.03% | 329 |
|
|
2021
Q4 | $773K | Hold |
1,176
| – | – | 0.04% | 263 |
|
|
2021
Q3 | $783K | Buy |
+1,176
| New | +$783K | 0.04% | 228 |
|
|
2019
Q3 | – | Sell |
-1,015
| Closed | -$278K | – | 281 |
|
|
2019
Q2 | $278K | Buy |
1,015
+215
| +27% | +$58.9K | 0.04% | 210 |
|
|
2019
Q1 | $227K | Buy |
+800
| New | +$227K | 0.03% | 218 |
|
|
2018
Q4 | – | Sell |
-800
| Closed | -$313K | – | 198 |
|
|
2018
Q3 | $313K | Hold |
800
| – | – | 0.06% | 160 |
|
|
2018
Q2 | $274K | Hold |
800
| – | – | 0.05% | 157 |
|
|
2018
Q1 | $201K | Buy |
+800
| New | +$201K | 0.04% | 165 |
|