Montag & Associates’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 |
-18
| Closed | -$5.79K | – | 981 |
|
|
2024
Q1 | $5.79K | Buy |
18
+15
| +500% | +$4.83K | ﹤0.01% | 806 |
|
|
2023
Q4 | $730 | Hold |
3
| – | – | ﹤0.01% | 892 |
|
|
2023
Q3 | $814 | Buy |
+3
| New | +$814 | ﹤0.01% | 873 |
|
|
2023
Q1 | – | Sell |
-35
| Closed | -$7.38K | – | 921 |
|
|
2022
Q4 | $7.38K | Sell |
35
-50
| -59% | -$10.5K | ﹤0.01% | 776 |
|
|
2022
Q3 | $18K | Sell |
85
-265
| -76% | -$56.1K | ﹤0.01% | 669 |
|
|
2022
Q2 | $83K | Sell |
350
-1,220
| -78% | -$289K | 0.01% | 463 |
|
|
2022
Q1 | $685K | Buy |
1,570
+10
| +0.6% | +$4.36K | 0.04% | 259 |
|
|
2021
Q4 | $1.03M | Buy |
1,560
+1,175
| +305% | +$772K | 0.05% | 232 |
|
|
2021
Q3 | $256K | Buy |
+385
| New | +$256K | 0.01% | 355 |
|