SWA
SOA Wealth Advisors’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-115
| Closed | -$50K | – | 804 |
|
|
2022
Q1 | $50K | Buy |
115
+112
| +3,733% | +$48.7K | 0.01% | 312 |
|
|
2021
Q4 | $1K | Sell |
3
-240
| -99% | -$80K | ﹤0.01% | 805 |
|
|
2021
Q3 | $161K | Buy |
243
+70
| +40% | +$46.4K | 0.04% | 173 |
|
|
2021
Q2 | $105K | Buy |
173
+169
| +4,225% | +$103K | 0.03% | 207 |
|
|
2021
Q1 | $2K | Buy |
4
+2
| +100% | +$1K | ﹤0.01% | 700 |
|
|
2020
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 719 |
|