M Holdings Securities’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-514
| Closed | -$224K | – | 441 |
|
|
2022
Q1 | $224K | Buy |
+514
| New | +$224K | 0.02% | 458 |
|
|
2021
Q2 | – | Sell |
-706
| Closed | -$382K | – | 242 |
|
|
2021
Q1 | $382K | Buy |
+706
| New | +$382K | 0.03% | 339 |
|
|
2019
Q2 | – | Sell |
-862
| Closed | -$245K | – | 167 |
|
|
2019
Q1 | $245K | Buy |
+862
| New | +$245K | 0.06% | 311 |
|
|
2018
Q4 | – | Sell |
-804
| Closed | -$315K | – | 327 |
|
|
2018
Q3 | $315K | Buy |
804
+82
| +11% | +$32.1K | 0.08% | 263 |
|
|
2018
Q2 | $247K | Buy |
+722
| New | +$247K | 0.07% | 304 |
|