VWA
V Wealth Advisors’s Align Technology ALGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,029
| Closed | -$344K | – | 383 |
|
|
2023
Q1 | $344K | Hold |
1,029
| – | – | 0.06% | 257 |
|
|
2022
Q4 | $217K | Buy |
+1,029
| New | +$217K | 0.04% | 330 |
|
|
2022
Q2 | – | Sell |
-500
| Closed | -$218K | – | 404 |
|
|
2022
Q1 | $218K | Hold |
500
| – | – | 0.03% | 409 |
|
|
2021
Q4 | $329K | Hold |
500
| – | – | 0.05% | 338 |
|
|
2021
Q3 | $333K | Hold |
500
| – | – | 0.05% | 338 |
|
|
2021
Q2 | $306K | Hold |
500
| – | – | 0.05% | 365 |
|
|
2021
Q1 | $271K | Sell |
500
-3
| -0.6% | -$1.63K | 0.05% | 350 |
|
|
2020
Q4 | $269K | Buy |
+503
| New | +$269K | 0.06% | 315 |
|
|
2019
Q1 | – | Sell |
-1,427
| Closed | -$558K | – | 257 |
|
|
2018
Q4 | $558K | Hold |
1,427
| – | – | 0.28% | 90 |
|
|
2018
Q3 | $558K | Buy |
+1,427
| New | +$558K | 0.26% | 103 |
|