NewEdge Wealth’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 |
-1,711
| Closed | -$490K | – | 761 |
|
|
2024
Q1 | $490K | Buy |
1,711
+144
| +9% | +$41.3K | 0.01% | 565 |
|
|
2023
Q4 | $429K | Sell |
1,567
-860
| -35% | -$236K | 0.01% | 540 |
|
|
2023
Q3 | $741K | Sell |
2,427
-321
| -12% | -$98K | 0.02% | 401 |
|
|
2023
Q2 | $972K | Buy |
2,748
+328
| +14% | +$116K | 0.03% | 361 |
|
|
2023
Q1 | $809K | Sell |
2,420
-18
| -0.7% | -$6.02K | 0.03% | 345 |
|
|
2022
Q4 | $514K | Sell |
2,438
-312
| -11% | -$65.8K | 0.02% | 363 |
|
|
2022
Q3 | $570K | Sell |
2,750
-308
| -10% | -$63.8K | 0.03% | 336 |
|
|
2022
Q2 | $724K | Buy |
3,058
+831
| +37% | +$197K | 0.03% | 331 |
|
|
2022
Q1 | $971K | Buy |
2,227
+72
| +3% | +$31.4K | 0.04% | 225 |
|
|
2021
Q4 | $1.42M | Buy |
2,155
+490
| +29% | +$322K | 0.06% | 199 |
|
|
2021
Q3 | $1.11M | Buy |
1,665
+170
| +11% | +$113K | 0.07% | 174 |
|
|
2021
Q2 | $913K | Hold |
1,495
| – | – | 0.07% | 179 |
|
|
2021
Q1 | $810K | Buy |
+1,495
| New | +$810K | 0.08% | 180 |
|