Kestra Private Wealth Services’s Align Technology ALGN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,124	Closed	-$343K	–	1220
2023 Q3	$343K	Sell	1,124 -2	-0.2%	-$691	0.01%	807
2023 Q2	$398K	Buy	1,126 +86	+8%	+$27.4K	0.01%	720
2023 Q1	$348K	Sell	1,040 -59	-5%	-$17.4K	0.01%	726
2022 Q4	$232K	Sell	1,099 -636	-37%	-$127K	0.01%	746
2022 Q3	$359K	Buy	1,735 +781	+82%	+$201K	0.02%	590
2022 Q2	$226K	Buy	954 +76	+9%	+$23.4K	0.01%	747
2022 Q1	$383K	Buy	878 +195	+29%	+$94.9K	0.02%	665
2021 Q4	$449K	Buy	683 +95	+16%	+$61.1K	0.02%	628
2021 Q3	$391K	Buy	588 +116	+25%	+$78.8K	0.02%	612
2021 Q2	$288K	Buy	472 +63	+15%	+$37.3K	0.02%	693
2021 Q1	$221K	Buy	+409	New	+$226K	0.02%	705