SWS
SYSTM Wealth Solutions’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,152
| Closed | -$1.73M | – | 108 |
|
|
2024
Q2 | $1.73M | Sell |
7,152
-137
| -2% | -$33.1K | 0.39% | 84 |
|
|
2024
Q1 | $2.39M | Sell |
7,289
-1,101
| -13% | -$361K | 0.3% | 98 |
|
|
2023
Q4 | $2.3M | Buy |
8,390
+3,702
| +79% | +$1.01M | 0.32% | 91 |
|
|
2023
Q3 | $1.43M | Buy |
4,688
+14
| +0.3% | +$4.27K | 0.22% | 126 |
|
|
2023
Q2 | $1.65M | Buy |
4,674
+357
| +8% | +$126K | 0.22% | 123 |
|
|
2023
Q1 | $1.44M | Sell |
4,317
-3,039
| -41% | -$1.02M | 0.22% | 121 |
|
|
2022
Q4 | $1.55M | Buy |
+7,356
| New | +$1.55M | 0.19% | 148 |
|