MWA
Moser Wealth Advisors’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-65
| Closed | -$16.5K | – | 138 |
|
|
2024
Q3 | $16.5K | Hold |
65
| – | – | 0.01% | 109 |
|
|
2024
Q2 | $15.7K | Hold |
65
| – | – | 0.01% | 113 |
|
|
2024
Q1 | $21.3K | Hold |
65
| – | – | 0.01% | 107 |
|
|
2023
Q4 | $17.8K | Buy |
+65
| New | +$17.8K | 0.01% | 108 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$67K | – | 144 |
|
|
2021
Q3 | $67K | Sell |
100
-680
| -87% | -$456K | 0.04% | 89 |
|
|
2021
Q2 | $477K | Sell |
780
-10
| -1% | -$6.12K | 0.31% | 56 |
|
|
2021
Q1 | $428K | Hold |
790
| – | – | 0.3% | 55 |
|
|
2020
Q4 | $422K | Sell |
790
-150
| -16% | -$80.1K | 0.31% | 53 |
|
|
2020
Q3 | $308K | Sell |
940
-15
| -2% | -$4.92K | 0.24% | 53 |
|
|
2020
Q2 | $262K | Sell |
955
-35
| -4% | -$9.6K | 0.25% | 48 |
|
|
2020
Q1 | $172K | Buy |
990
+50
| +5% | +$8.69K | 0.2% | 51 |
|
|
2019
Q4 | $262K | Buy |
+940
| New | +$262K | 0.25% | 51 |
|