SSWM
Sheets Smith Wealth Management’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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 | +$762K | 0.1% | 174 |
|
|
2018
Q4 | – | Sell |
-3,041
| Closed | -$1.19M | – | 277 |
|
|
2018
Q3 | $1.19M | Sell |
3,041
-757
| -20% | -$296K | 0.25% | 102 |
|
|
2018
Q2 | $1.3M | Buy |
3,798
+67
| +2% | +$22.9K | 0.3% | 84 |
|
|
2018
Q1 | $937K | Sell |
3,731
-2,017
| -35% | -$507K | 0.23% | 118 |
|
|
2017
Q4 | $1.28M | Sell |
5,748
-1,536
| -21% | -$341K | 0.3% | 89 |
|
|
2017
Q3 | $1.36M | Sell |
7,284
-2,442
| -25% | -$455K | 0.34% | 79 |
|
|
2017
Q2 | $1.46M | Sell |
9,726
-444
| -4% | -$66.7K | 0.39% | 76 |
|
|
2017
Q1 | $1.17M | Sell |
10,170
-127
| -1% | -$14.6K | 0.31% | 95 |
|
|
2016
Q4 | $990K | Sell |
10,297
-607
| -6% | -$58.4K | 0.28% | 100 |
|
|
2016
Q3 | $1.02M | Sell |
10,904
-489
| -4% | -$45.8K | 0.29% | 93 |
|
|
2016
Q2 | $918K | Buy |
+11,393
| New | +$918K | 0.27% | 110 |
|