SIA
Schechter Investment Advisors’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,491
| Closed | -$489K | – | 649 |
|
|
2024
Q1 | $489K | Sell |
1,491
-49
| -3% | -$16.1K | 0.04% | 378 |
|
|
2023
Q4 | $422K | Sell |
1,540
-1,121
| -42% | -$307K | 0.04% | 388 |
|
|
2023
Q3 | $812K | Sell |
2,661
-146
| -5% | -$44.6K | 0.08% | 255 |
|
|
2023
Q2 | $993K | Buy |
2,807
+182
| +7% | +$64.4K | 0.09% | 242 |
|
|
2023
Q1 | $877K | Buy |
2,625
+99
| +4% | +$33.1K | 0.08% | 284 |
|
|
2022
Q4 | $533K | Sell |
2,526
-25
| -1% | -$5.27K | 0.05% | 486 |
|
|
2022
Q3 | $528K | Sell |
2,551
-100
| -4% | -$20.7K | 0.05% | 494 |
|
|
2022
Q2 | $628K | Buy |
2,651
+214
| +9% | +$50.7K | 0.06% | 450 |
|
|
2022
Q1 | $1.06M | Sell |
2,437
-455
| -16% | -$198K | 0.1% | 285 |
|
|
2021
Q4 | $1.9M | Buy |
+2,892
| New | +$1.9M | 0.17% | 125 |
|