OAM
Optimal Asset Management’s Align Technology ALGN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $1.74M | Buy |
2,613
+4
| +0.2% | +$2.66K | 0.22% | 158 |
|
2021
Q2 | $1.59M | Hold |
2,609
| – | – | 0.19% | 181 |
|
2021
Q1 | $1.41M | Buy |
+2,609
| New | +$1.41M | 0.18% | 192 |
|
2020
Q3 | – | Sell |
-1,707
| Closed | -$468K | – | 396 |
|
2020
Q2 | $468K | Sell |
1,707
-2,499
| -59% | -$685K | 0.08% | 335 |
|
2020
Q1 | $732 | Buy |
4,206
+290
| +7% | +$50 | 0.07% | 321 |
|
2019
Q4 | $1.09M | Buy |
+3,916
| New | +$1.09M | 0.17% | 226 |
|