Marshall Financial Group (Maryland)’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-639
| Closed | -$210K | – | 171 |
|
|
2024
Q1 | $210K | Buy |
+639
| New | +$210K | 0.06% | 168 |
|
|
2023
Q4 | – | Sell |
-666
| Closed | -$203K | – | 177 |
|
|
2023
Q3 | $203K | Buy |
666
+36
| +6% | +$11K | 0.07% | 160 |
|
|
2023
Q2 | $223K | Hold |
630
| – | – | 0.08% | 162 |
|
|
2023
Q1 | $211K | Buy |
+630
| New | +$211K | 0.08% | 166 |
|
|
2022
Q4 | – | Sell |
-2,691
| Closed | -$557K | – | 169 |
|
|
2022
Q3 | $557K | Buy |
2,691
+37
| +1% | +$7.66K | 0.24% | 127 |
|
|
2022
Q2 | $628K | Buy |
2,654
+1,083
| +69% | +$256K | 0.25% | 127 |
|
|
2022
Q1 | $685K | Sell |
1,571
-116
| -7% | -$50.6K | 0.28% | 131 |
|
|
2021
Q4 | $1.11M | Buy |
1,687
+284
| +20% | +$187K | 0.41% | 85 |
|
|
2021
Q3 | $934K | Buy |
1,403
+237
| +20% | +$158K | 0.48% | 65 |
|
|
2021
Q2 | $712K | Buy |
+1,166
| New | +$712K | 0.38% | 86 |
|