Koss-Olinger Consulting’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$274K | – | 53 |
|
|
2023
Q4 | $274K | Sell |
1,000
-3,459
| -78% | -$948K | 0.03% | 249 |
|
|
2023
Q3 | $1.36M | Sell |
4,459
-89
| -2% | -$27.2K | 0.2% | 62 |
|
|
2023
Q2 | $1.61M | Sell |
4,548
-15
| -0.3% | -$5.3K | 0.19% | 61 |
|
|
2023
Q1 | $1.53M | Sell |
4,563
-946
| -17% | -$316K | 0.19% | 62 |
|
|
2022
Q4 | $1.16M | Buy |
5,509
+4,036
| +274% | +$851K | 0.17% | 75 |
|
|
2022
Q3 | $305K | Buy |
+1,473
| New | +$305K | 0.05% | 151 |
|