SWM
SVA Wealth Management’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $649K | Sell |
1,214
-188
| -13% | -$101K | 0.06% | 144 |
|
|
2020
Q3 | $459K | Hold |
1,402
| – | – | 0.05% | 155 |
|
|
2020
Q2 | $385K | Buy |
+1,402
| New | +$385K | 0.04% | 157 |
|
|
2020
Q1 | – | Sell |
-1,047
| Closed | -$292K | – | 185 |
|
|
2019
Q4 | $292K | Buy |
+1,047
| New | +$292K | 0.03% | 179 |
|
|
2019
Q3 | – | Sell |
-1,047
| Closed | -$287K | – | 200 |
|
|
2019
Q2 | $287K | Hold |
1,047
| – | – | 0.03% | 180 |
|
|
2019
Q1 | $298K | Hold |
1,047
| – | – | 0.03% | 183 |
|
|
2018
Q4 | $219K | Sell |
1,047
-20
| -2% | -$4.18K | 0.02% | 195 |
|
|
2018
Q3 | $417K | Hold |
1,067
| – | – | 0.04% | 164 |
|
|
2018
Q2 | $365K | Sell |
1,067
-333
| -24% | -$114K | 0.04% | 168 |
|
|
2018
Q1 | $261K | Buy |
1,400
+155
| +12% | +$28.9K | 0.03% | 188 |
|
|
2017
Q4 | $277K | Sell |
1,245
-155
| -11% | -$34.5K | 0.03% | 184 |
|
|
2017
Q3 | $261K | Sell |
1,400
-30
| -2% | -$5.59K | 0.03% | 188 |
|
|
2017
Q2 | $215K | Buy |
+1,430
| New | +$215K | 0.03% | 190 |
|