Personal CFO Solutions’s Align Technology ALGN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,000	Closed	-$328K	–	534
2024 Q1	$328K	Buy	1,000 +63	+7%	+$18.5K	0.05%	372
2023 Q4	$257K	Sell	937 -435	-32%	-$103K	0.04%	414
2023 Q3	$419K	Sell	1,372 -6	-0.4%	-$2.07K	0.08%	231
2023 Q2	$487K	Buy	1,378 +21	+2%	+$6.69K	0.1%	208
2023 Q1	$453K	Buy	1,357 +10	+0.7%	+$2.95K	0.09%	210
2022 Q4	$284K	Sell	1,347 -48	-3%	-$9.61K	0.06%	314
2022 Q3	$289K	Buy	1,395 +13	+0.9%	+$3.35K	0.07%	258
2022 Q2	$327K	Sell	1,382 -11	-0.8%	-$3.38K	0.08%	243
2022 Q1	$607K	Buy	1,393 +112	+9%	+$54.5K	0.12%	161
2021 Q4	$842K	Buy	1,281 +55	+4%	+$35.4K	0.16%	127
2021 Q3	$816K	Buy	1,226 +17	+1%	+$11.5K	0.17%	127
2021 Q2	$739K	Sell	1,209 -99	-8%	-$58.6K	0.15%	133
2021 Q1	$708K	Sell	1,308 -757	-37%	-$418K	0.15%	122
2020 Q4	$1.1M	Sell	2,065 -85	-4%	-$38.2K	0.27%	85
2020 Q3	$1K	Sell	2,150 -575	-21%	-$176K	0.33%	54
2020 Q2	$748K	Buy	2,725 +96	+4%	+$21.6K	0.22%	93
2020 Q1	$457K	Sell	2,629 -79	-3%	-$18.9K	0.16%	131
2019 Q4	$754K	Buy	+2,708	New	+$675K	0.22%	99