Kore Private Wealth’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-561
| Closed | -$373K | – | 310 |
|
|
2021
Q3 | $373K | Buy |
561
+163
| +41% | +$108K | 0.04% | 286 |
|
|
2021
Q2 | $243K | Sell |
398
-122
| -23% | -$74.5K | 0.03% | 348 |
|
|
2021
Q1 | $282K | Buy |
520
+36
| +7% | +$19.5K | 0.04% | 285 |
|
|
2020
Q4 | $259K | Buy |
+484
| New | +$259K | 0.04% | 262 |
|
|
2020
Q3 | – | Sell |
-384
| Closed | -$105K | – | 302 |
|
|
2020
Q2 | $105K | Buy |
384
+129
| +51% | +$35.3K | 0.02% | 327 |
|
|
2020
Q1 | $44K | Sell |
255
-40
| -14% | -$6.9K | 0.01% | 440 |
|
|
2019
Q4 | $82K | Buy |
+295
| New | +$82K | 0.02% | 401 |
|