TRUE Private Wealth Advisors’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-35
| Closed | -$18K | – | 247 |
|
|
2020
Q4 | $18K | Hold |
35
| – | – | ﹤0.01% | 457 |
|
|
2020
Q3 | $11K | Hold |
35
| – | – | ﹤0.01% | 475 |
|
|
2020
Q2 | $9K | Hold |
35
| – | – | ﹤0.01% | 499 |
|
|
2020
Q1 | $6K | Buy |
35
+5
| +17% | +$857 | ﹤0.01% | 499 |
|
|
2019
Q4 | $8K | Buy |
+30
| New | +$8K | ﹤0.01% | 617 |
|
|
2019
Q3 | – | Sell |
-168
| Closed | -$45K | – | 224 |
|
|
2019
Q2 | $45K | Buy |
+168
| New | +$45K | 0.01% | 358 |
|
|
2018
Q4 | – | Sell |
-507
| Closed | -$198K | – | 249 |
|
|
2018
Q3 | $198K | Buy |
+507
| New | +$198K | 0.03% | 266 |
|