Valley National Advisers’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-85
| Closed | -$27K | – | 1172 |
|
|
2024
Q1 | $27K | Buy |
85
+19
| +29% | +$6.04K | ﹤0.01% | 481 |
|
|
2023
Q4 | $18K | Sell |
66
-148
| -69% | -$40.4K | ﹤0.01% | 554 |
|
|
2023
Q3 | $65K | Buy |
214
+49
| +30% | +$14.9K | 0.01% | 353 |
|
|
2023
Q2 | $59K | Sell |
165
-4
| -2% | -$1.43K | 0.01% | 371 |
|
|
2023
Q1 | $61K | Buy |
+169
| New | +$61K | 0.01% | 362 |
|
|
2022
Q2 | – | Sell |
-20
| Closed | -$9K | – | 885 |
|
|
2022
Q1 | $9K | Sell |
20
-28
| -58% | -$12.6K | ﹤0.01% | 609 |
|
|
2021
Q4 | $32K | Buy |
48
+4
| +9% | +$2.67K | 0.01% | 435 |
|
|
2021
Q3 | $29K | Buy |
44
+9
| +26% | +$5.93K | 0.01% | 415 |
|
|
2021
Q2 | $21K | Buy |
35
+15
| +75% | +$9K | ﹤0.01% | 470 |
|
|
2021
Q1 | $11K | Buy |
20
+17
| +567% | +$9.35K | ﹤0.01% | 519 |
|
|
2020
Q4 | $2K | Sell |
3
-5
| -63% | -$3.33K | ﹤0.01% | 675 |
|
|
2020
Q3 | $3K | Hold |
8
| – | – | ﹤0.01% | 613 |
|
|
2020
Q2 | $2K | Buy |
8
+3
| +60% | +$750 | ﹤0.01% | 635 |
|
|
2020
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 666 |
|
|
2019
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 698 |
|
|
2019
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 700 |
|
|
2019
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 669 |
|
|
2019
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 669 |
|
|
2018
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 688 |
|
|
2018
Q3 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 578 |
|
|
2016
Q4 | – | Sell |
-4
| Closed | – | – | 635 |
|
|
2016
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 638 |
|