Stratos Wealth Partners’s Align Technology ALGN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-853	Closed	-$217K	–	1454
2024 Q3	$217K	Sell	853 -23	-3%	-$5.43K	﹤0.01%	1303
2024 Q2	$211K	Sell	876 -5	-0.6%	-$1.39K	﹤0.01%	1253
2024 Q1	$289K	Sell	881 -153	-15%	-$44.9K	﹤0.01%	1119
2023 Q4	$283K	Sell	1,034 -670	-39%	-$159K	0.01%	1107
2023 Q3	$520K	Buy	1,704 +993	+140%	+$343K	0.01%	809
2023 Q2	$251K	Buy	711 +15	+2%	+$4.78K	0.01%	1018
2023 Q1	$233K	Buy	+696	New	+$205K	0.01%	980
2022 Q2	–	Sell	-620	Closed	-$270K	–	1194
2022 Q1	$270K	Buy	620 +9	+1%	+$4.38K	0.01%	1029
2021 Q4	$402K	Buy	611 +108	+21%	+$69.4K	0.01%	894
2021 Q3	$335K	Buy	503 +34	+7%	+$23.1K	0.01%	909
2021 Q2	$287K	Sell	469 -14	-3%	-$8.29K	0.01%	991
2021 Q1	$262K	Sell	483 -1,495	-76%	-$826K	0.01%	932
2020 Q4	$1.06M	Buy	+1,978	New	+$889K	0.03%	430
2018 Q3	–	Sell	-2,138	Closed	-$731K	–	2956
2018 Q2	$731K	Buy	2,138 +1,985	+1,297%	+$592K	0.03%	441
2018 Q1	$38K	Hold	153	–	–	﹤0.01%	1706
2017 Q4	$34K	Buy	+153	New	+$34.8K	﹤0.01%	1690