RMR Wealth Builders’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-851
| Closed | -$216K | – | 257 |
|
|
2024
Q3 | $216K | Buy |
851
+11
| +1% | +$2.8K | 0.02% | 242 |
|
|
2024
Q2 | $203K | Buy |
840
+22
| +3% | +$5.31K | 0.02% | 242 |
|
|
2024
Q1 | $268K | Hold |
818
| – | – | 0.03% | 221 |
|
|
2023
Q4 | $224K | Hold |
818
| – | – | 0.03% | 215 |
|
|
2023
Q3 | $250K | Hold |
818
| – | – | 0.04% | 203 |
|
|
2023
Q2 | $289K | Sell |
818
-323
| -28% | -$114K | 0.05% | 169 |
|
|
2023
Q1 | $381K | Hold |
1,141
| – | – | 0.07% | 136 |
|
|
2022
Q4 | $241K | Hold |
1,141
| – | – | 0.05% | 167 |
|
|
2022
Q3 | $236K | Hold |
1,141
| – | – | 0.06% | 163 |
|
|
2022
Q2 | $270K | Buy |
+1,141
| New | +$270K | 0.07% | 149 |
|