TCI Wealth Advisors’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-162
| Closed | -$54.1K | – | 274 |
|
|
2023
Q1 | $54.1K | Sell |
162
-19
| -10% | -$5.61K | 0.01% | 413 |
|
|
2022
Q4 | $38.2K | Buy |
181
+135
| +293% | +$27K | 0.01% | 479 |
|
|
2022
Q3 | $10K | Buy |
46
+22
| +92% | +$5.66K | ﹤0.01% | 983 |
|
|
2022
Q2 | $6K | Sell |
24
-7
| -23% | -$2.15K | ﹤0.01% | 1314 |
|
|
2022
Q1 | $14K | Sell |
31
-38
| -55% | -$18.5K | ﹤0.01% | 864 |
|
|
2021
Q4 | $45K | Sell |
69
-4
| -5% | -$2.57K | 0.01% | 437 |
|
|
2021
Q3 | $49K | Buy |
73
+30
| +70% | +$20.4K | 0.01% | 424 |
|
|
2021
Q2 | $26K | Buy |
43
+5
| +13% | +$2.96K | ﹤0.01% | 542 |
|
|
2021
Q1 | $21K | Buy |
38
+11
| +41% | +$6.08K | 0.01% | 554 |
|
|
2020
Q4 | $14K | Buy |
27
+7
| +35% | +$3.15K | 0.01% | 564 |
|
|
2020
Q3 | $7K | Buy |
20
+3
| +18% | +$916 | ﹤0.01% | 658 |
|
|
2020
Q2 | $5K | Sell |
17
-5
| -23% | -$1.13K | ﹤0.01% | 718 |
|
|
2020
Q1 | $4K | Buy |
22
+3
| +16% | +$718 | ﹤0.01% | 750 |
|
|
2019
Q4 | $5K | Buy |
19
+6
| +46% | +$1.5K | ﹤0.01% | 838 |
|
|
2019
Q3 | $2K | Sell |
13
-1
| -7% | -$208 | ﹤0.01% | 1025 |
|
|
2019
Q2 | $4K | Hold |
14
| – | – | ﹤0.01% | 797 |
|
|
2019
Q1 | $4K | Buy |
14
+6
| +75% | +$1.43K | ﹤0.01% | 825 |
|
|
2018
Q4 | $2K | Buy |
+8
| New | +$2.02K | ﹤0.01% | 957 |
|
|
2018
Q3 | – | Sell |
-12
| Closed | -$4K | – | 1455 |
|
|
2018
Q2 | $4K | Buy |
+12
| New | +$3.58K | ﹤0.01% | 817 |
|
|
2017
Q3 | – | Sell |
-44
| Closed | -$7K | – | 1316 |
|
|
2017
Q2 | $7K | Buy |
+44
| New | +$5.97K | ﹤0.01% | 654 |
|
|
2016
Q4 | – | Sell |
-28
| Closed | -$3K | – | 1344 |
|
|
2016
Q3 | $3K | Buy |
+28
| New | +$2.53K | ﹤0.01% | 838 |
|
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