Mount Yale Investment Advisors’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947 | Buy |
+5
| New | +$947 | ﹤0.01% | 1389 |
|
|
2021
Q4 | – | Sell |
-614
| Closed | -$409K | – | 452 |
|
|
2021
Q3 | $409K | Sell |
614
-28
| -4% | -$18.7K | 0.05% | 311 |
|
|
2021
Q2 | $392K | Buy |
642
+265
| +70% | +$162K | 0.05% | 285 |
|
|
2021
Q1 | $204K | Buy |
+377
| New | +$204K | 0.03% | 394 |
|
|
2018
Q4 | – | Sell |
-96
| Closed | -$24K | – | 326 |
|
|
2018
Q3 | $24K | Hold |
96
| – | – | ﹤0.01% | 743 |
|
|
2018
Q2 | $33K | Hold |
96
| – | – | 0.01% | 704 |
|
|
2018
Q1 | $24K | Buy |
+96
| New | +$24K | 0.01% | 730 |
|