SkyOak Wealth’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,058
| Closed | -$219K | – | 232 |
|
|
2022
Q3 | $219K | Buy |
1,058
+54
| +5% | +$11.2K | 0.08% | 187 |
|
|
2022
Q2 | $238K | Sell |
1,004
-38
| -4% | -$9.01K | 0.08% | 179 |
|
|
2022
Q1 | $454K | Buy |
1,042
+459
| +79% | +$200K | 0.13% | 140 |
|
|
2021
Q4 | $383K | Sell |
583
-100
| -15% | -$65.7K | 0.1% | 151 |
|
|
2021
Q3 | $454K | Hold |
683
| – | – | 0.12% | 137 |
|
|
2021
Q2 | $417K | Hold |
683
| – | – | 0.11% | 145 |
|
|
2021
Q1 | $419K | Hold |
683
| – | – | 0.12% | 144 |
|
|
2020
Q4 | $365K | Sell |
683
-300
| -31% | -$160K | 0.11% | 147 |
|
|
2020
Q3 | $322K | Sell |
983
-138
| -12% | -$45.2K | 0.12% | 145 |
|
|
2020
Q2 | $308K | Sell |
1,121
-378
| -25% | -$104K | 0.11% | 176 |
|
|
2020
Q1 | $261K | Sell |
1,499
-2,310
| -61% | -$402K | 0.13% | 172 |
|
|
2019
Q4 | $1.06M | Buy |
+3,809
| New | +$1.06M | 0.33% | 71 |
|