MCIA
Mountain Capital Investment Advisors’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,596
| Closed | -$327K | – | 78 |
|
|
2022
Q3 | $327K | Buy |
+1,596
| New | +$327K | 0.17% | 80 |
|
|
2022
Q2 | – | Sell |
-1,709
| Closed | -$700K | – | 79 |
|
|
2022
Q1 | $700K | Buy |
1,709
+111
| +7% | +$45.5K | 0.33% | 73 |
|
|
2021
Q4 | $894K | Buy |
1,598
+324
| +25% | +$181K | 0.41% | 85 |
|
|
2021
Q3 | $820K | Sell |
1,274
-63
| -5% | -$40.5K | 0.43% | 86 |
|
|
2021
Q2 | $825K | Sell |
1,337
-148
| -10% | -$91.3K | 0.38% | 84 |
|
|
2021
Q1 | $885K | Sell |
1,485
-675
| -31% | -$402K | 0.44% | 87 |
|
|
2020
Q4 | $1.2M | Sell |
2,160
-599
| -22% | -$334K | 0.73% | 36 |
|
|
2020
Q3 | $926K | Buy |
+2,759
| New | +$926K | 0.6% | 63 |
|