EWM
Evermay Wealth Management’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-120
| Closed | -$29K | – | 591 |
|
|
2024
Q2 | $29K | Hold |
120
| – | – | ﹤0.01% | 383 |
|
|
2024
Q1 | $39.4K | Sell |
120
-1
| -0.8% | -$328 | 0.01% | 368 |
|
|
2023
Q4 | $33.2K | Buy |
121
+1
| +0.8% | +$274 | 0.01% | 361 |
|
|
2023
Q3 | $36.6K | Hold |
120
| – | – | 0.01% | 328 |
|
|
2023
Q2 | $42.4K | Buy |
+120
| New | +$42.4K | 0.01% | 319 |
|
|
2021
Q3 | – | Sell |
-200
| Closed | -$122K | – | 452 |
|
|
2021
Q2 | $122K | Buy |
+200
| New | +$122K | 0.02% | 209 |
|