Icon Wealth Partners’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.42M | Sell |
4,660
-129
| -3% | -$39.4K | 0.16% | 99 |
|
|
2023
Q2 | $1.69M | Sell |
4,789
-325
| -6% | -$115K | 0.18% | 98 |
|
|
2023
Q1 | $1.71M | Buy |
+5,114
| New | +$1.71M | 0.19% | 102 |
|
|
2022
Q2 | $897K | Buy |
3,791
+198
| +6% | +$46.8K | 0.11% | 143 |
|
|
2022
Q1 | $1.57M | Buy |
3,593
+269
| +8% | +$117K | 0.16% | 113 |
|
|
2021
Q4 | $2.18M | Buy |
3,324
+91
| +3% | +$59.8K | 0.22% | 104 |
|
|
2021
Q3 | $2.15M | Buy |
3,233
+107
| +3% | +$71.2K | 0.23% | 100 |
|
|
2021
Q2 | $1.91M | Buy |
3,126
+243
| +8% | +$148K | 0.2% | 105 |
|
|
2021
Q1 | $1.56M | Sell |
2,883
-1,846
| -39% | -$1,000K | 0.2% | 107 |
|
|
2020
Q4 | $2.53M | Buy |
4,729
+423
| +10% | +$226K | 0.4% | 68 |
|
|
2020
Q3 | $1.41M | Buy |
4,306
+3,170
| +279% | +$1.04M | 0.27% | 86 |
|
|
2020
Q2 | $312K | Buy |
+1,136
| New | +$312K | 0.08% | 182 |
|
|
2019
Q2 | – | Sell |
-30
| Closed | -$9K | – | 185 |
|
|
2019
Q1 | $9K | Buy |
+30
| New | +$9K | ﹤0.01% | 676 |
|
|
2018
Q3 | – | Sell |
-37
| Closed | -$13K | – | 285 |
|
|
2018
Q2 | $13K | Buy |
+37
| New | +$13K | 0.01% | 654 |
|
|
2018
Q1 | – | Sell |
-143
| Closed | -$32K | – | 269 |
|
|
2017
Q4 | $32K | Buy |
+143
| New | +$32K | 0.02% | 511 |
|