Sugarloaf Wealth Management’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-52
| Closed | -$11K | – | 708 |
|
|
2022
Q4 | $11K | Sell |
52
-2
| -4% | -$422 | ﹤0.01% | 485 |
|
|
2022
Q3 | $12K | Sell |
54
-156
| -74% | -$34.7K | ﹤0.01% | 484 |
|
|
2022
Q2 | $50K | Buy |
+210
| New | +$50K | 0.01% | 276 |
|
|
2020
Q1 | – | Sell |
-31
| Closed | -$9K | – | 679 |
|
|
2019
Q4 | $9K | Buy |
+31
| New | +$9K | ﹤0.01% | 470 |
|