PWG
Portside Wealth Group’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
+1,546
| New | +$293K | 0.04% | 365 |
|
|
2024
Q4 | – | Sell |
-936
| Closed | -$238K | – | 408 |
|
|
2024
Q3 | $238K | Buy |
+936
| New | +$238K | 0.04% | 349 |
|
|
2024
Q2 | – | Sell |
-3,856
| Closed | -$1.26M | – | 355 |
|
|
2024
Q1 | $1.26M | Sell |
3,856
-291
| -7% | -$95.4K | 0.23% | 102 |
|
|
2023
Q4 | $1.14M | Sell |
4,147
-555
| -12% | -$152K | 0.21% | 113 |
|
|
2023
Q3 | $1.44M | Sell |
4,702
-29
| -0.6% | -$8.86K | 0.27% | 94 |
|
|
2023
Q2 | $1.67M | Buy |
+4,731
| New | +$1.67M | 0.31% | 86 |
|