Independent Solutions Wealth Management’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 |
-393
| Closed | -$258K | – | 214 |
|
|
2021
Q4 | $258K | Hold |
393
| – | – | 0.06% | 196 |
|
|
2021
Q3 | $262K | Sell |
393
-14
| -3% | -$9.32K | 0.06% | 191 |
|
|
2021
Q2 | $249K | Sell |
407
-40
| -9% | -$24.4K | 0.06% | 189 |
|
|
2021
Q1 | $242K | Sell |
447
-10
| -2% | -$5.42K | 0.07% | 173 |
|
|
2020
Q4 | $244K | Buy |
+457
| New | +$244K | 0.08% | 164 |
|
|
2020
Q3 | – | Sell |
-914
| Closed | -$251K | – | 160 |
|
|
2020
Q2 | $251K | Buy |
+914
| New | +$251K | 0.11% | 132 |
|
|
2020
Q1 | – | Sell |
-805
| Closed | -$225K | – | 128 |
|
|
2019
Q4 | $225K | Buy |
+805
| New | +$225K | 0.1% | 147 |
|