Sheets Smith Wealth Management’s Align Technology ALGN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,247	Closed	-$820K	–	355
2021 Q4	$820K	Hold	1,247	–	–	0.1%	173
2021 Q3	$830K	Hold	1,247	–	–	0.11%	159
2021 Q2	$762K	Buy	+1,247	New	+$738K	0.1%	174
2018 Q4	–	Sell	-3,041	Closed	-$1.19M	–	277
2018 Q3	$1.19M	Sell	3,041 -757	-20%	-$279K	0.25%	102
2018 Q2	$1.3M	Buy	3,798 +67	+2%	+$20K	0.3%	84
2018 Q1	$937K	Sell	3,731 -2,017	-35%	-$518K	0.23%	118
2017 Q4	$1.28M	Sell	5,748 -1,536	-21%	-$349K	0.3%	89
2017 Q3	$1.36M	Sell	7,284 -2,442	-25%	-$418K	0.34%	79
2017 Q2	$1.46M	Sell	9,726 -444	-4%	-$60.2K	0.39%	76
2017 Q1	$1.17M	Sell	10,170 -127	-1%	-$12.8K	0.31%	95
2016 Q4	$990K	Sell	10,297 -607	-6%	-$56.4K	0.28%	100
2016 Q3	$1.02M	Sell	10,904 -489	-4%	-$44.2K	0.29%	93
2016 Q2	$918K	Buy	+11,393	New	+$871K	0.27%	110