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