Insight Wealth Strategies’s Align Technology ALGN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,308	Closed	-$570K	–	144
2022 Q1	$570K	Buy	1,308 +67	+5%	+$32.6K	0.08%	120
2021 Q4	$816K	Buy	1,241 +23	+2%	+$14.8K	0.12%	113
2021 Q3	$810K	Sell	1,218 -10	-0.8%	-$6.79K	0.11%	120
2021 Q2	$750K	Sell	1,228 -506	-29%	-$299K	0.11%	122
2021 Q1	$939K	Buy	1,734 +10	+0.6%	+$5.53K	0.13%	106
2020 Q4	$921K	Sell	1,724 -100	-5%	-$45K	0.16%	76
2020 Q3	$597K	Buy	1,824 +503	+38%	+$154K	0.11%	89
2020 Q2	$363K	Buy	+1,321	New	+$297K	0.08%	110
2020 Q1	–	Sell	-2,709	Closed	-$756K	–	154
2019 Q4	$756K	Buy	2,709 +37	+1%	+$9.23K	0.16%	96
2019 Q3	$483K	Buy	2,672 +271	+11%	+$56.3K	0.11%	119
2019 Q2	$657K	Buy	+2,401	New	+$725K	0.16%	85