Toth Financial Advisory’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-20
| Closed | -$5.09K | – | 695 |
|
2024
Q3 | $5.09K | Hold |
20
| – | – | ﹤0.01% | 515 |
|
2024
Q2 | $4.83K | Hold |
20
| – | – | ﹤0.01% | 528 |
|
2024
Q1 | $6.56K | Sell |
20
-6
| -23% | -$1.97K | ﹤0.01% | 491 |
|
2023
Q4 | $7.12K | Sell |
26
-7
| -21% | -$1.92K | ﹤0.01% | 488 |
|
2023
Q3 | $10.1K | Buy |
33
+1
| +3% | +$305 | ﹤0.01% | 436 |
|
2023
Q2 | $11.3K | Hold |
32
| – | – | ﹤0.01% | 450 |
|
2023
Q1 | $10.7K | Buy |
32
+12
| +60% | +$4.01K | ﹤0.01% | 446 |
|
2022
Q4 | $4.22K | Hold |
20
| – | – | ﹤0.01% | 516 |
|
2022
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 556 |
|
2022
Q2 | $5K | Hold |
20
| – | – | ﹤0.01% | 495 |
|
2022
Q1 | $9K | Hold |
20
| – | – | ﹤0.01% | 479 |
|
2021
Q4 | $13K | Sell |
20
-340
| -94% | -$221K | ﹤0.01% | 448 |
|
2021
Q3 | $240K | Buy |
+360
| New | +$240K | 0.04% | 187 |
|
2020
Q2 | – | Sell |
-25
| Closed | -$4K | – | 535 |
|
2020
Q1 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 332 |
|