RWA
Ropes Wealth Advisors’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-78
| Closed | -$42K | – | 268 |
|
|
2020
Q4 | $42K | Hold |
78
| – | – | 0.01% | 403 |
|
|
2020
Q3 | $26K | Hold |
78
| – | – | 0.01% | 395 |
|
|
2020
Q2 | $21K | Hold |
78
| – | – | ﹤0.01% | 389 |
|
|
2020
Q1 | $14K | Buy |
78
+64
| +457% | +$11.5K | ﹤0.01% | 389 |
|
|
2019
Q4 | $4K | Hold |
14
| – | – | ﹤0.01% | 503 |
|
|
2019
Q3 | $3K | Hold |
14
| – | – | ﹤0.01% | 523 |
|
|
2019
Q2 | $4K | Hold |
14
| – | – | ﹤0.01% | 523 |
|
|
2019
Q1 | $4K | Hold |
14
| – | – | ﹤0.01% | 488 |
|
|
2018
Q4 | $3K | Hold |
14
| – | – | ﹤0.01% | 472 |
|
|
2018
Q3 | $5K | Buy |
+14
| New | +$5K | ﹤0.01% | 489 |
|
|
2018
Q1 | – | Sell |
-92
| Closed | -$20K | – | 589 |
|
|
2017
Q4 | $20K | Hold |
92
| – | – | 0.01% | 435 |
|
|
2017
Q3 | $17K | Buy |
+92
| New | +$17K | ﹤0.01% | 428 |
|