FGAM
Financial Gravity Asset Management’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | – | – | 1455 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1682 |
|
|
2023
Q3 | – | Sell |
-354
| Closed | -$143 | – | 1251 |
|
|
2023
Q2 | $143 | Buy |
+354
| New | +$143 | ﹤0.01% | 1243 |
|
|
2023
Q1 | – | Sell |
-211
| Closed | -$85 | – | 1136 |
|
|
2022
Q4 | $85 | Buy |
+211
| New | +$85 | ﹤0.01% | 1136 |
|
|
2022
Q2 | – | Sell |
-436
| Closed | -$2 | – | 735 |
|
|
2022
Q1 | $2 | Sell |
436
-221
| -34% | -$1 | ﹤0.01% | 858 |
|
|
2021
Q4 | $4 | Buy |
657
+653
| +16,325% | +$4 | ﹤0.01% | 906 |
|
|
2021
Q3 | $665K | Buy |
+4
| New | +$665K | 0.31% | 57 |
|
|
2021
Q2 | – | Sell |
-6
| Closed | -$3.02K | – | 74 |
|
|
2021
Q1 | $3.02K | Buy |
6
+2
| +50% | +$1.01K | 0.06% | 197 |
|
|
2020
Q4 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 298 |
|
|
2019
Q4 | – | Sell |
-44
| Closed | -$8K | – | 1375 |
|
|
2019
Q3 | $8K | Sell |
44
-61
| -58% | -$11.1K | 0.01% | 628 |
|
|
2019
Q2 | $29K | Sell |
105
-86
| -45% | -$23.8K | 0.02% | 420 |
|
|
2019
Q1 | $54K | Buy |
+191
| New | +$54K | 0.04% | 294 |
|
|
2018
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1370 |
|
|
2018
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1397 |
|