KMWM
Keudell/Morrison Wealth Management’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-557
| Closed | -$298K | – | 166 |
|
|
2020
Q4 | $298K | Buy |
+557
| New | +$298K | 0.19% | 122 |
|
|
2020
Q3 | – | Sell |
-762
| Closed | -$209K | – | 146 |
|
|
2020
Q2 | $209K | Buy |
+762
| New | +$209K | 0.17% | 131 |
|
|
2020
Q1 | – | Sell |
-750
| Closed | -$209K | – | 138 |
|
|
2019
Q4 | $209K | Buy |
+750
| New | +$209K | 0.14% | 142 |
|
|
2019
Q2 | – | Sell |
-871
| Closed | -$248K | – | 144 |
|
|
2019
Q1 | $248K | Buy |
+871
| New | +$248K | 0.22% | 114 |
|