Institute for Wealth Management’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-307
| Closed | -$202K | – | 537 |
|
|
2021
Q4 | $202K | Hold |
307
| – | – | 0.03% | 472 |
|
|
2021
Q3 | $204K | Buy |
+307
| New | +$204K | 0.04% | 455 |
|
|
2021
Q1 | – | Sell |
-386
| Closed | -$206K | – | 464 |
|
|
2020
Q4 | $206K | Buy |
+386
| New | +$206K | 0.04% | 416 |
|