SWA
SFMG Wealth Advisors’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-594
| Closed | -$210K | – | 255 |
|
|
2023
Q2 | $210K | Sell |
594
-144
| -20% | -$50.9K | 0.02% | 223 |
|
|
2023
Q1 | $247K | Buy |
+738
| New | +$247K | 0.03% | 207 |
|
|
2022
Q4 | – | Sell |
-1,000
| Closed | -$208K | – | 264 |
|
|
2022
Q3 | $208K | Hold |
1,000
| – | – | 0.02% | 215 |
|
|
2022
Q2 | $237K | Sell |
1,000
-4
| -0.4% | -$948 | 0.03% | 206 |
|
|
2022
Q1 | $438K | Sell |
1,004
-3
| -0.3% | -$1.31K | 0.04% | 154 |
|
|
2021
Q4 | $662K | Sell |
1,007
-2
| -0.2% | -$1.32K | 0.06% | 127 |
|
|
2021
Q3 | $671K | Buy |
1,009
+5
| +0.5% | +$3.33K | 0.07% | 113 |
|
|
2021
Q2 | $613K | Buy |
1,004
+4
| +0.4% | +$2.44K | 0.07% | 123 |
|
|
2021
Q1 | $542K | Hold |
1,000
| – | – | 0.06% | 134 |
|
|
2020
Q4 | $534K | Hold |
1,000
| – | – | 0.07% | 122 |
|
|
2020
Q3 | $327K | Hold |
1,000
| – | – | 0.05% | 134 |
|
|
2020
Q2 | $274K | Buy |
+1,000
| New | +$274K | 0.04% | 129 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$279K | – | 147 |
|
|
2019
Q4 | $279K | Buy |
+1,000
| New | +$279K | 0.03% | 134 |
|
|
2019
Q2 | – | Sell |
-1,000
| Closed | -$284K | – | 157 |
|
|
2019
Q1 | $284K | Hold |
1,000
| – | – | 0.04% | 116 |
|
|
2018
Q4 | $209K | Hold |
1,000
| – | – | 0.03% | 126 |
|
|
2018
Q3 | $230K | Hold |
1,000
| – | – | 0.04% | 121 |
|
|
2018
Q2 | $342K | Hold |
1,000
| – | – | 0.06% | 97 |
|
|
2018
Q1 | $251K | Hold |
1,000
| – | – | 0.04% | 116 |
|
|
2017
Q4 | $222K | Buy |
+1,000
| New | +$222K | 0.04% | 127 |
|