Personal CFO Solutions’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$328K | – | 534 |
|
|
2024
Q1 | $328K | Buy |
1,000
+63
| +7% | +$20.7K | 0.05% | 372 |
|
|
2023
Q4 | $257K | Sell |
937
-435
| -32% | -$119K | 0.04% | 414 |
|
|
2023
Q3 | $419K | Sell |
1,372
-6
| -0.4% | -$1.83K | 0.08% | 231 |
|
|
2023
Q2 | $487K | Buy |
1,378
+21
| +2% | +$7.43K | 0.1% | 208 |
|
|
2023
Q1 | $453K | Buy |
1,357
+10
| +0.7% | +$3.34K | 0.09% | 210 |
|
|
2022
Q4 | $284K | Sell |
1,347
-48
| -3% | -$10.1K | 0.06% | 314 |
|
|
2022
Q3 | $289K | Buy |
1,395
+13
| +0.9% | +$2.69K | 0.07% | 258 |
|
|
2022
Q2 | $327K | Sell |
1,382
-11
| -0.8% | -$2.6K | 0.08% | 243 |
|
|
2022
Q1 | $607K | Buy |
1,393
+112
| +9% | +$48.8K | 0.12% | 161 |
|
|
2021
Q4 | $842K | Buy |
1,281
+55
| +4% | +$36.2K | 0.16% | 127 |
|
|
2021
Q3 | $816K | Buy |
1,226
+17
| +1% | +$11.3K | 0.17% | 127 |
|
|
2021
Q2 | $739K | Sell |
1,209
-99
| -8% | -$60.5K | 0.15% | 133 |
|
|
2021
Q1 | $708K | Sell |
1,308
-757
| -37% | -$410K | 0.15% | 122 |
|
|
2020
Q4 | $1.1M | Sell |
2,065
-85
| -4% | -$45.4K | 0.27% | 85 |
|
|
2020
Q3 | $1K | Sell |
2,150
-575
| -21% | -$267 | 0.33% | 54 |
|
|
2020
Q2 | $748K | Buy |
2,725
+96
| +4% | +$26.4K | 0.22% | 93 |
|
|
2020
Q1 | $457K | Sell |
2,629
-79
| -3% | -$13.7K | 0.16% | 131 |
|
|
2019
Q4 | $754K | Buy |
+2,708
| New | +$754K | 0.22% | 99 |
|