Tradition Wealth Management’s Align Technology ALGN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-338	Closed	-$93K	–	418
2023 Q4	$93K	Buy	338 +199	+143%	+$47.2K	0.01%	491
2023 Q3	$42K	Sell	139 -200	-59%	-$69.1K	0.01%	643
2023 Q2	$120K	Buy	339 +201	+146%	+$64K	0.01%	413
2023 Q1	$46K	Sell	138 -159	-54%	-$46.9K	0.01%	626
2022 Q4	$63K	Sell	297 -6	-2%	-$1.2K	0.01%	478
2022 Q3	$63K	Buy	303 +132	+77%	+$34K	0.01%	457
2022 Q2	$40K	Hold	171	–	–	0.01%	497
2022 Q1	$75K	Sell	171 -27	-14%	-$13.1K	0.01%	435
2021 Q4	$130K	Buy	198 +2	+1%	+$1.29K	0.02%	353
2021 Q3	$130K	Hold	196	–	–	0.02%	326
2021 Q2	$120K	Hold	196	–	–	0.02%	364
2021 Q1	$106K	Sell	196 -20	-9%	-$11.1K	0.02%	318
2020 Q4	$115K	Buy	+216	New	+$97.1K	0.02%	288