MWM
Minot Wealth Management’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-548
| Closed | -$360K | – | 206 |
|
|
2021
Q4 | $360K | Hold |
548
| – | – | 0.07% | 148 |
|
|
2021
Q3 | $365K | Hold |
548
| – | – | 0.08% | 144 |
|
|
2021
Q2 | $352K | Sell |
548
-210
| -28% | -$135K | 0.08% | 142 |
|
|
2021
Q1 | $410K | Buy |
758
+212
| +39% | +$115K | 0.1% | 128 |
|
|
2020
Q4 | $292K | Buy |
+546
| New | +$292K | 0.09% | 127 |
|