Insight Wealth Strategies’s Align Technology ALGN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,308
| Closed | -$570K | – | 144 |
|
2022
Q1 | $570K | Buy |
1,308
+67
| +5% | +$29.2K | 0.08% | 120 |
|
2021
Q4 | $816K | Buy |
1,241
+23
| +2% | +$15.1K | 0.12% | 113 |
|
2021
Q3 | $810K | Sell |
1,218
-10
| -0.8% | -$6.65K | 0.11% | 120 |
|
2021
Q2 | $750K | Sell |
1,228
-506
| -29% | -$309K | 0.11% | 122 |
|
2021
Q1 | $939K | Buy |
1,734
+10
| +0.6% | +$5.42K | 0.13% | 106 |
|
2020
Q4 | $921K | Sell |
1,724
-100
| -5% | -$53.4K | 0.16% | 76 |
|
2020
Q3 | $597K | Buy |
1,824
+503
| +38% | +$165K | 0.11% | 89 |
|
2020
Q2 | $363K | Buy |
+1,321
| New | +$363K | 0.08% | 110 |
|
2020
Q1 | – | Sell |
-2,709
| Closed | -$756K | – | 154 |
|
2019
Q4 | $756K | Buy |
2,709
+37
| +1% | +$10.3K | 0.16% | 96 |
|
2019
Q3 | $483K | Buy |
2,672
+271
| +11% | +$49K | 0.11% | 119 |
|
2019
Q2 | $657K | Buy |
+2,401
| New | +$657K | 0.16% | 85 |
|