Operose Advisors’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-78
| Closed | -$19.8K | – | 436 |
|
|
2024
Q3 | $19.8K | Hold |
78
| – | – | 0.01% | 407 |
|
|
2024
Q2 | $18.8K | Hold |
78
| – | – | 0.01% | 365 |
|
|
2024
Q1 | $25.6K | Sell |
78
-112
| -59% | -$36.7K | 0.01% | 346 |
|
|
2023
Q4 | $52.1K | Sell |
190
-15
| -7% | -$4.11K | 0.02% | 218 |
|
|
2023
Q3 | $62.6K | Buy |
+205
| New | +$62.6K | 0.02% | 266 |
|