Holistic Financial Partners’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-346
| Closed | -$227K | – | 117 |
|
|
2021
Q4 | $227K | Hold |
346
| – | – | 0.13% | 99 |
|
|
2021
Q3 | $230K | Buy |
+346
| New | +$230K | 0.14% | 95 |
|
|
2018
Q2 | – | Sell |
-300
| Closed | -$75K | – | 47 |
|
|
2018
Q1 | $75K | Sell |
300
-111
| -27% | -$27.8K | 0.06% | 142 |
|
|
2017
Q4 | $91K | Buy |
+411
| New | +$91K | 0.07% | 124 |
|